Becoming a Happy and Secure Business Person

On Thurs Montgomery Taylorday, January 19, 2017 from 12:00-1:30pm, Montgomery Taylor will be presenting a seminar for the Santa Rosa Chamber of Commerce, 50 Old Courthouse Square, Suite 110. This workshop, Becoming a Happy and Secure Business Person, is ideal for the business owner who wants to be both Happy and Secure. The workshop materials are based upon selected sections of the book Happy & Secure in Sonoma County. It will focus on the key issues that can increase your business success and translate into a meaningful and impactful life.





Monty will be sharing his key strategies on how you can increase your business and financial success.

  • Give your business the “Bill Gates advantage” and learn how to do it.
  • Learn the secret to moving from a short-term to a long-term financial outlook.
  • Overcome the six blunders with family wealth—and learn why it matters to business owners.
  • Use the simple worksheet that helps you plan for your success

Happy And SecureGain the clarity you need on your financial goals, when and how to achieve them. Presented by Montgomery Taylor CPA, CFP, RIA, CRDS with Montgomery Taylor Family of Companies. Montgomery is a member of the Santa Rosa Chamber of Commerce with over 25 years in business in Santa Rosa. He is an advisor to many business owners and a speaker, teacher, and author on financial topics.


For more information, visit or to register, please visit