Year-End Financial Planning for Business Owners & What You Need to Know for 2026

As the year comes to a close, it’s the perfect time for business owners to review their finances, get organized, and prepare for the year ahead — including new California employer requirements taking effect in 2026. Join us for a practical workshop designed to help you reflect on your business finances and identify the steps needed to build a strong financial future. Led by Chloe Feingold, Financial Advisor with Edward Jones, this session will walk you through key year-end planning essentials while helping you understand and prepare for these upcoming state requirements. The format will be interactive and informal, with the opportunity to ask Chloe questions throughout.

During this session from 4-5PM, we’ll cover:

Finance basics and best practices to strengthen your business’s finances in the new year

How to create a simple financial plan that supports both business and personal goals

Key updates for 2025–2026, including the SECURE 2.0 Act and California’s new retirement-plan requirements

After the session, you will have a chance to network with other business owners from 5-5:30PM over small bites and beverages.

About the Speaker:
Chloe Feingold is a Financial Advisor with Edward Jones who helps business owners align everyday financial decisions with their long-term goals. She brings a practical, approachable style to financial planning, with extensive experience in transition planning, retirement strategies, and guiding clients on how to effectively plan and use their dollars.