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Future-Proof Finances: Strategies for Small Business Owners

This financial literacy workshop series will cover essential topics tailored to the needs of small business owners. Session two of three will cover savings, budgeting and retirement planning.

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 August 26th session will cover:

Savings and Budgeting: Techniques for effective budgeting, managing cash flow, and establishing emergency funds to navigate uncertain times.

Retirement Planning: Strategies for retirement savings, such as individual retirement accounts (IRAs) and 401(k) plans, to ensure financial security beyond their business ventures.

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 September 9th's 'Investment Basics' class, click here.