To educate on finance and motivate toward improvement.
About this Event

Calling all Business Owners!! Do you ever wish you had someone to teach you the basics of money just like we had people teach us the basics of mathematics? A safe place where you could learn, understand, ask questions, and have the opportunity to actually implement what you learn just like with any other class?

Well, that's exactly why The Witty Wealth Workshop was created! The Witty Wealth Workshop or The WWW was designed to help educate and motivate people towards personal financial improvement. This particular edition of The Witty Wealth Workshop is specifically tailored for BUSINESS OWNERS! So whether you're a seasoned entrepreneur, start up, in the "idea phase", or mid-way through the journey this if for you.

The workshop is designed to have different guest speakers from all the different facets of the business finance world so that you can be educated on them as well as have top quality, reliable professionals in a variety of spaces in the business finance world to call upon when you need them. We're talking business financing, fractional CFO work with financial statements, business taxes, bookkeeping, budgeting, insurance, etc, all with people who genuinely want to put you in the best possible position!

For this upcoming workshop, we have the pleasure of having Jen Fizer on! Jen is a super solid professional, she's a fractional CFO with Mills Knows Bills and is going to go over some of the key financial statements and reports for your business and why they matter in the growth and scaling of your company! Jen has owned and successfully exited her own company and has down CFO work for several years.

Daniel will be covering debt in relation to business ownership. Topics like liquidity options in investments or life insurance policies, things to consider prior to leveraging debt, and then finally people to look for to start the conversation.

Sponsors:

All Win Academy: An online trading education platform helping people learn and leverage various forms of trading. Learn more about them at their website!

Feel free to contact Daniel directly with any questions or if you'd like to learn more!:

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