POSTPONED - Lunch and Learn [at Home] Series - Cash Flow and Finance Tips During the Pandemic
Lunch and Learn [at Home] Series: Cash Flow and Finance Tips During the Pandemic
Whether planning for your small business or your personal financial situation, there are several important aspects to consider in light of the pandemic. We will hear from experts on how to help your business and personal outlook thrive during this time. There are several steps you can take, and our members will offer some tips to use right away.
Erica Blake, Financial Advisor with LifePath Financial Advisors will give attendees ways to increase income and reduce expenses while still getting what you want through financial mindfulness techniques. Then, consider what your kids or other family members may be going through and how to get them on board with any necessary changes in spending. Finally, explore how to use this as a learning opportunity to help protect against future setbacks.
Robert Pyle, Financial Advisor with Diversified Asset Management, will present ideas to help your business bring in even more revenue. Learn techniques to use with top clients, and how you as a trusted advisor to your clients can secure your financial future by not only surviving but thriving during these times. You are going to learn how to ask the right questions of your top clients and uncover opportunities for more revenue that you never thought existed. You will learn how to run a simple workshop for your clients.
Don't miss this valuable content to help your business and personal finances thrive!
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