ON-DEMAND WEBINAR

Financial Planning for PT Business Owners

Palak Shah

By Palak Shah

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Access 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:

  • Planning with the tax picture in mind.
  • Why entity structure matters more than you think.
  • Business cash flow and personal budgeting.
  • Retirement strategies for business owners.
  • Investment planning.
  • Risk management for business owners.
  • Most common mistakes new business owners make. 

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.

Watch the On-Demand Webinar

Submit the form to receive an event recording.

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