What should we focus on to be financially secure? What does being financial security look like? Who do we take advice from when we are working hard on our business but trying to create a financial plan?
Being financial secure is one of the most important things we can focus on. Are we building a business and a plan that will continue to pay us long after we are not working full time?
Whatever you focus on and measure is what gets done. This is one of the most important aspects of building a business that is sustainable and salable. We will discuss a few of the important aspects of creating a secure financial plan that allows you to focus on your clients and personal life.
You will learn:
How to focus on the cash flow and the importance of building an income that supports your overhead and living expenses
How to make your money work for you instead of just working for your money
How to build a diversified portfolio to support your overall financial goals
Robin Edgar has been a financial advisor for over 28 years and has helped thousands of people with their financial plan. She has been a successful entrepreneur and has joined her partners in developing Keystone Strategy Group with the purpose of helping businesses with topline growth in a healthy and sustainable way.
Through her experience as a financial advisor, Robin believes that in today’s business climate, businesses need to find a way to develop deeper, more significant relationships with their customers to not only gain those customers, but retain them for a long period of time.
|Start Date||06/14/2018 11:30 AM|
|End Date||06/14/2018 01:30 PM|
|Informal Networking||11:00 AM|