A Strategic Financial Blueprint for Founders — From Scaling to Exit and Beyond

Most personal finance content wasn't built for founders. This one was. Most money advice is too basic or designed for employees with stable paychecks - not for business owners navigating irregular incomes, corporate structures, and enhanced tax planning. This workshop fixes that. We've designed a practical, no-fluff financial masterclass specifically for incorporated founders - the kind of class that makes you say, "I didn't know I could do that!" and "Wow, I'm going to use that this year." What You'll Learn - Multiple ways to withdraw money from your corporation tax-efficiently . way beyond the basic salary vs. dividends conversation - How successful business owners invest inside their corporations, including opportunities unique to BC business owners - How to save 6 or 7-figures in taxes before a sale or liquidity event - How to protect your spouse, children, and business from uncontrollable events - What actually creates confidence, clarity, and financial freedom for business owners Is This Class For You? - You're an incorporated founder or business owner who knows personal finance matters . but hasn't had time to figure it out properly - You want practical action steps, not theory. No fluff. - Ideally 3+ years into your journey or on your second venture If you've ever thought: "There should be a better way to learn about money as a founder/business owner," . this is it. Presenters Enoch Weng CEO & Co-Founder, Rise Above Finance Enoch works with founders and business owners to design financial systems that integrate with their business - bringing clarity to cash flow, tax strategy, and long-term wealth decisions. He is also a 9-year organizer of Vancouver Startup Week and is deeply embedded in the local founder ecosystem. Jacob Chang, CFP Advanced Personal Finance Instructor, UBC Medicine | Financial Planner, Financial Literacy Counsel Jacob didn't learn about money in a classroom. He learned it by stewarding his family's companies and complex estate after his father unexpectedly passed away. This experience led him to advise hundreds of business owners ranging from new entrepreneurs to established founders with multi-generational assets. Jacob is passionate about supporting BC's Business and Angel Investing community and is excited to bring UBC's valuable curriculum to VSW! Speakers: Enoch Weng, Jacob Chang Presented by Rise Above Finance