Financial Planning Checklists for Business Owners | Taught by Mindy McCubbin | Founder and Financial Planner of Truman Wealth Advisors
When starting a business, it is important to ask the right questions up front and to identify issues that are likely to arise.
First-time entrepreneurs and seasoned business owners alike can benefit from checklists and flowcharts to spot financial planning opportunities, minimize complications, and get started down (or stay) on the right path.
We'‘ll go over 3 visual resources a small business owner can use to help make smart financial planning decisions when starting a business or when faced with the decision to choose the right retirement savings plan for themselves and their employees.
What do you need for this event? something to take notes
Cost: These classes are now offered through The Hatchery Community
Meet Your Instructor, Mindy!
I am the founder of a boutique wealth advisory firm where I inspire clients to compound both their money and their knowledge about their money. I help clients navigate big risks and big opportunities on their journey to discover "true wealth".