Planning is everything . Come learn how to plan your financial structure of business including business continuity, tax planning and risk management while you are building your Dream projects

While a lot of entrepreneurs at least have a basic understanding of the product and sales, most of them fail to think about the financial protections available to startups. Sponsor Walter Reed and Balaji Rao bring  Financial planning for Enterpreunors  & Business Owners to you. 

Attend this event to find out more..  

TiE SoCal Member and Entrepreneurs enjoy a host of discounts, early bird free access to events, 1-1 mentor ship, targeted networking and entrepreneur basic -education opportunities.  Join us, become  a TiE Entrepreneur today (http://socal.tie.org/member/) and attend the event free.

Event Pricing:  

   Members ($15): Early Bird ($0.00) thru Sep 9 ; 

   Non Members ($25) :Early Bird ($15) thru Sep 9  

Panelists are: 

- Balaji Rao, TiE SoCal Charter Member, Financial Advisor 

 Bio: Balaji Rao, is a Financial Advisor with Waddell & Reed providing Comprehensive Financial Planning for Business owners and individual families including Retirement, Insurance, Tax and estate planning. He has MBA degree in Finance  from Australia and is on the Board of Financial Planning Association of Orange county. He also served on the Advisory committee for UCI  Charitable Foundation. He is active Rotarian with Irvine Rotary and serves as International Projects Director .

Waddell and Reed brings unparalleled passion to the financial planning process.  With our focus on the unique goals, needs, and objectives of our clients, we are committed to the tailoring of investments, insurance and the planning process. 

Remember: Be a long term thinker not a short term worrier!

Event Agenda 

6:00 P.M.       Mixer Registration, Membership signup 

6:30 P.M.       Heavy Snacks, Chai  and Networking 

7:20 P.M.      Words of Financial Wisdom  

8:00 P.M.      A look ahead and some more informal networking

8:30 P.M.      Event Ends

Event Address:  

Yellow Chilli Restuarant, 7850 Beach Blvd, Buena Park, CA 90620

TiE SoCal Charter Member - Balaji Rao 

TiE SoCal: 

Smita G. Bagla  | President

Anshuman Sinha | Executive Director - 714-504-7434

Brian Frankel | Marketing Director