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This financial literacy workshop series will cover essential topics tailored to the needs of small business owners. Session three of three will cover investment basics.
Future-Proof Finances is a three course series for small business owners; choose just one session, or register for all three.
Led by Kate Kelley, Certified Financial Planner® and owner of Premise Financial Group, each course will be interactive, supplemented with practical exercises and resources.
The September 9th session will cover:
Investment Basics: Introduction to investment options suitable for small business owners, emphasizing risk management and diversification.
Each course date will include a brief Q & A opportunity related to covered topics.
This workshop series aims to empower small business owners with the financial knowledge and skills necessary to make informed decisions, manage risks, and secure their financial futures. By equipping students with these tools, your instructor hopes to make a meaningful contribution to the long-term success and sustainability of your local businesses.
For the August 12th session on 'Insurance / Taxation and Compliance visit this link.
To learn more about August 26th's 'Savings and Budgeting / Retirement Planning' class, click here.
