Smart Financial Strategies for Solo Entrepreneurs & Small Business Owners

As a business owner or solo entrepreneur, you wear every hat — but financial strategy often gets pushed to the bottom of the list. That’s a mistake that can quietly limit your options down the road.

Join us on Tuesday, February 3rd at 6:00 PM at Tumbleroot for an honest, practical conversation about building, protecting, and transferring wealth as an entrepreneur.

Our guest speaker is Karson Nance, Financial Advisor at Stifel, who specializes in helping entrepreneurs and small business owners make clear, informed financial decisions that support both today’s lifestyle and tomorrow’s legacy.

Karson will share insights tailored specifically to solo entrepreneurs and small teams, including:

• How to think about wealth beyond just income and investments
• Common financial blind spots entrepreneurs face (and how to avoid them)
• Retirement and planning strategies that support growth, flexibility, and freedom
• How clarity, diversification, and patience create better long-term outcomes

With an MBA in Entrepreneurship and experience as a former business operator, Karson understands the real-world tradeoffs entrepreneurs face. His approach is grounded in education, communication, and alignment, not hype or one-size-fits-all solutions.

Expect a clear, approachable discussion—no sales pitch, just useful ideas you can apply right away.

Come for the conversation. Stay for the connections.

Food and drinks available at Tumbleroot.