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Starting a Small Business – Part 2
What do you need to know to protect yourself? Entrepreneurship has increased during the pandemic. More than 1.5 million new business applications have been submitted in the US. If you are starting a small business from home, there are rules you need to know that will...
Starting a Small Business – Part 1
Working from Home for Yourself During the pandemic, some people are able to work for their companies from the comfort of their home. Others are out of work and would like to start their own business...and work from home. Starting a small business from home has its own...
Investing in uncertain times – using stocks and bonds to secure your financial future
Stacy Francis, CFP®, CDFA®, CES™ will discuss how to create financial immunity and protect your portfolio during market volatility. In her presentation, you will also learn what moves you can make to stay on the right track with your investments and retirement, and...
Solving the Shared Expense Challenge for Co-Parents
Shared parenting expenses are messy and emotional. Learn how a simple to use technology provides an inexpensive solution to managing necessary expenses for your children with your co-parent. Track expenses/payments, document in a central location, and save time. ...
Strategies for Controlling Your Cash Flow
This session is for you if you: Are a owner of a small or mid sized business who not only wants to grow sales but more importantly keep more of what you make. Are using a PPP loan, EIDL loan or some other form of cash to currently fund your business and want to know...
How to prepare for divorce: financial and custodial considerations before filing
There are few things more terrifying than a divorce. Oftentimes couples agonize over the decision to end their marriage as the implications can follow them for the rest of their lives. Can I afford a divorce? Can I live on one income and support my children? How much...






