Interactive event will help business owners address connected decisions involving cash, growth, risk, succession, and personal wealth

BOCA RATON, Fla., September 16, 2026 — Great Wealth Investments will host The Business Owner Decision Lab: Five Decisions That Shape Your Business and Personal Wealth on Tuesday, October 7, 2026, from 11:45 a.m. to 1:00 p.m. at the Boca Chamber Boardroom, 1800 N. Dixie Highway, Boca Raton, Florida.

The free event is open to the public, and lunch will be provided.

Business owners frequently face several financial decisions at once. A decision about excess cash may affect expansion plans, debt, taxes, succession, and the owner’s personal financial position. These matters often involve multiple professionals, but important actions can stall when no one establishes the sequence, assigns responsibility, or manages follow-up.

The Business Owner Decision Lab will use an interactive case study to help attendees evaluate five areas:

• Business cash
• Growth and capital investment
• Personal wealth concentration
• Risk and business continuity
• Professional coordination and follow-through

Participants will work through a realistic business-owner scenario, identify missing information, consider how each decision affects the others, and assign clear next steps. Each attendee will also receive a Decision Map that can be applied to an unresolved decision in their own business.

“Business owners often receive advice from several capable professionals, but the decisions can still remain disconnected,” said Johan Rossi, Chief Operations Officer at Great Wealth Investments. “This program will give owners a practical way to determine what matters first, connect the people and information involved, and move the next action forward.”

Rossi will present the program with Fernando Lobeto, Vice President of Operations at Great Wealth Investments.

The program is educational and will not provide individualized investment, tax, legal, insurance, or accounting advice.

Registration details will be published through the Boca Chamber event calendar.

Event Details

Event: The Business Owner Decision Lab
Date: Wednesday, October 7, 2026
Time: 11:45 a.m.–1:00 p.m.
Location: The Boca Chamber Boardroom
Address: 1800 N. Dixie Highway, Boca Raton, FL 33432
Admission: Free and open to the public
Lunch: Provided
Reservation: Reserve your Spot

About Great Wealth Investments

Great Wealth Investments helps successful individuals, families, and business owners manage financial complexity through clearer decisions, coordinated planning, and disciplined follow-through. The firm works with clients and their other professional advisors to connect financial priorities, assign responsibility, establish timelines, and help important actions get completed.