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SUNDAY, MARCH 20
Basic Investing Options for Shop Owners
1:30PM
Presented by: Susan Portnoi (Mercer Advisors)
Location: NORTHEAST Seminar Area
You’re in business, and you’re making money. Now what???
This discussion will provide an introduction to building wealth with a goal of financial independence, covering the importance of creating a financial plan as the starting point and road map towards this goal. Topics will include cash flow, retirement savings, income tax planning, and investments.
Class registration not required but all attendees must have a valid NORTHEAST badge. Seating is first-come, first-served.
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