DGA Masterclass – Financial Clarity for Small Business Owners: From Daily Cash Flow to Long-Term Wealth
Running a business requires balancing today's financial demands while planning for tomorrow's opportunities. Between managing cash flow, preparing for taxes, investing back into your business, and building personal wealth, it can be challenging to know what financial decisions deserve your attention first.
We're grateful to partner with DGA member Third Coast Bank, a relationship-focused Texas community bank committed to helping businesses and individuals achieve their financial goals. With a Georgetown location conveniently located downtown, Third Coast Bank provides personalized banking, commercial lending, treasury management, and financial solutions designed specifically for the needs of local entrepreneurs and growing businesses. Their commitment to building relationships, supporting local communities, and helping business owners succeed makes them an ideal partner for this important conversation on financial clarity and long-term wealth.
Join us for an interactive DGA Masterclass designed specifically for small business owners who want practical financial strategies to create stability today and build wealth for the future.
Whether you're wondering how much to pay yourself, struggling to prepare for slower seasons, or looking for a clearer path toward retirement, this class will provide actionable guidance you can put into practice right away.
During this Masterclass, You Will Learn:
- How to balance paying yourself while continuing to grow your business
- Understanding owner salary vs. reinvestment and when each makes sense
- Simple frameworks for retirement planning as a self-employed business owner
- Strategies for building personal wealth while running a business
- How to plan for taxes, slow seasons, and unexpected expenses
- Creating a financial safety net for both your business and personal life
- What financial priorities to focus on now versus later
- Practical steps to improve cash flow management and long-term financial health
- Common financial mistakes small business owners make and how to avoid them
- Actionable tools and habits that support sustainable business growth
We'll also discuss realistic strategies for creating financial clarity, reducing stress around money, and aligning your business success with your personal financial goals.
Presented By:
Alex Gunn, CFP®
Financial Advisor
Third Coast Advisors
Event Details:
Date: Monday, July 27th
Time: 8:00 AM Doors Open
Class: 8:30–9:30 AM
Location: Friends Room – Georgetown Public Library
This Event Is:
✅ FREE for DGA Members and their team
✅ $21 for Non-Members
If you've been wanting a clearer financial road map for your business and your future, this is an excellent opportunity to learn practical, realistic strategies that can help you make confident financial decisions.
We hope to see you there!
Why We're Doing This
The DGA is committed to supporting the long-term success of downtown businesses. These Masterclasses are designed to equip business owners with the knowledge, resources, and confidence needed to build stronger businesses and healthier financial futures.
NO REFUNDS OR CREDIT GIVEN IF YOU DON'T ATTEND, THANK YOU.
