Money Management for Small Business Owners: Best Practices to Achieve Financial Independence

During this two-hour long course, we will review the basics of personal financial planning (budget management, risk management, tax planning, retirement planning and investment management); focus on the hierarchy of personal financial goals; create an inventory of critical documents we all need to have and manage; and, review a list of short-term and long-term financial goals. Moreover, we will also review best practices and focus on how you can create a road map to work towards achieving your personal financial goals.

Speaker: Joseph Leitmann-Santa Cruz, Wealth Management & Investment Management Professional

Topic:
   - Doing Business in DC
   - Training & Professional Certification