Build the Business You Want Conference: Sustainable Growth
Sales end soon

Build the Business You Want Conference: Sustainable Growth

Create a Business That Works—Today and for the Future

25 followers
By Tamara Pals, Certified Financial Planner®
25 followers
Lots of repeat customers 📈

Date and time

Wednesday, April 23 · 9am - 12pm PDT

Location

Canada Life Regional Office (Formerly Freedom 55 Financial)

1631 Dickson Avenue #Suite 1610 Kelowna, BC V1Y 0B5 Canada

Refund Policy

Refunds up to 7 days before event

Agenda

A Business Model That Works – Joshua Marshall, MBA, CFRE


Inspired by the Entrepreneurial Operating System (EOS), learn how to design a structured, scalable business model that fosters long-term stability.

Sales Tools for Sustainable Growth – Priya Sachdev


Master the key sales techniques and revenue-driving strategies that will help your business grow steadily, without burnout or constant reinvention.

Aligning Income, Expenses & Priorities for Growth - Tamara Pals, CFP


Understand the four key components of a rock-solid financial plan to ensure your business generates consistent income and creates lasting wealth.

About the Speakers:


Tamara, Joshua and Priya are all experts in their respective fields of Financial planning, Strategy and Operations advisory and Sales and Go-to-Market execution. They are business owners and advisors...

About this event

  • Event lasts 3 hours


Are you ready to break free from unpredictable business cycles and build a company that thrives year after year? Building the Business You Want is a workshop series designed to provide Okanagan business owners with the strategies, systems, and tools needed for sustainable success.

The workshop on Sustainable Growth focusses on helping you create a business model that supports consistent profitability, sales momentum, and financial stability.

Attending this workshop you will;

Learn to Avoid Growth Traps – Many businesses fail not because they don’t make money, but because they lack the structure for sustainable expansion. Learn to scale wisely without financial strain.

Plan for the Future – Whether you’re looking to grow, raise capital, or eventually exit your business, this workshop provides a proven framework for long-term success.

✅ Meet with the Experts – Your registration includes a personal 30 minute session with each of our speakers so that you can ask questions specific to your personal business needs.

Collaborate & Connect – Work alongside other successful Okanagan business owners, problem-solve together, and get one-on-one expert coaching tailored to your unique business challenges.

Ready to Build the Business You Want?

Seats are limited—reserve your spot today and take the next step toward building a business that not only makes money but creates lasting success!

Register Now!

Organized by

25 followers
Lots of repeat customers

Good financial planning gives you the clarity to see what’s right in front of you, and to see the big picture. It gives you the ability to gain control over your financial situation and can enable you to live with more confidence and joy. It’s that powerful!Financial Planning isn’t all about mitigating risk. It’s also about fueling your dreams. Managing the financial decisions that come along with growth and success, so that you can continue to do what you love most.I’ve been in practice since 2010, and I am a Certified Financial Planner®, the most widely recognized financial planning designation in Canada and worldwide. I’m a wife, mom, and a business owner. I understand what it’s like to have a busy life. You can feel comfortable entrusting me with all of your most complex financial planning needs. No matter what happens, I’m here and I’ll have your back.

CA$267.58