Financial Planning for PT Business Owners
Learn how to move beyond write-offs and align tax strategy, retirement, and investments as your PT business grows.
Learn moreAccess this exclusive Luna Edge Webinar Course on-demand! ⚡
This session reframes business ownership from simply generating income to intentionally building wealth, offering a practical framework to move beyond write-offs, align tax strategy with retirement and investment planning, and make smarter financial decisions as your business grows.
Course objectives:
Speakers: Palak Shah, PT, OCS and Chantel Bonneau, CFP®, ChFC®, CLU®, REBC®, RICP®, WMCP®
Luna PTs can complete the form below to access the on-demand recording.
Submit the form to receive an event recording.