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Forward-Thinking Strategies for Today’s Business Owner

This Chatterton Business Solutions webinar series will help proactive business owners uncover strategies to empower their teams, create compelling offers for their customers, and navigate the intricate landscape of business taxes.

What You'll Learn:

  • Efficient Business Practices: Build a self-sustaining business that thrives.
  • Team Transformation and Lifelong Customer Opportunities: Identify and leverage opportunities for team growth and motivation and create offers that captivate and convert customers.
  • Business Tax Insights and Laws: Understand income taxes across different business entities and stay up to date on the latest tax laws and credits available to businesses.
  • Interaction between Business and Personal Taxes: Learn how business taxes influence personal financial planning.
  • Proactive Tax Planning: Business tax planning strategies for today and the future.

Dive into these innovative strategies to align your business goals with personal financial success. Join us to transform your business approach and achieve new heights.

Available sessions:

Sessions will be available until May 28th, 2024.
Sign up today! All registrants will receive a copy of the recording. 

Session 1

Create a Compelling Offer that Your Customers Can't Say No To with Rob Chatterton

Session 2

Run an Efficient and Profitable Business Without You Doing the Work with Rob Chatterton

Session 3

Tax Planning for Businesses in 2024
with Scott Lee

Sign up for all sessions by re-registering for the other sessions!

Meet the speaker:

Robert D. Chatterton - CFP®, ChFC®
Rob Chatterton is passionate about his business and his clients. With over 20 years of experience, he strives to build long-term relationships with his clients and their families by providing professional service, proactive financial solutions, and straightforward advice.

Scott Lee - CPA
Scott Lee is a dedicated and focused certified public accountant who is constantly seeking to achieve greater expertise and accomplishment in all of his pursuits. After years in the industry and obtaining his certified public accountant license, he joins Chatterton & Associates as a business and personal tax specialist, integrating ongoing bookkeeping work as part of excellent service to his business tax clients.


Online Webinar
Your unique join link will be sent to your email upon registration.

If you have any questions, please contact us by calling our office at 714-572-2050, or email us at contactus@chattertoninc.com

Guide Your Business to New Heights. Register Here!  

Check the background of this firm/advisor on FINRA’s BrokerCheck.