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Quarterly Finance Bootcamp #2: Business Finances 101
About This Webinar
Whether you are several years in, or just starting out, every business owner can benefit from breaking down the financial basics for your business. Join Julia M. Carlson, CEO and Founder, and Catherine Valega, CFP, CAIA of Financial Freedom Wealth Management Group, for this live, interactive business owner bootcamp!
Julia and Catherine will walk you through the steps you can take to feel financially secure and get ahead in your business. Join us on Wednesday, May 19, 2021 at 12 p.m. CST -- with these lessons in place, you’ll be prepared to take your business to new heights!
Agenda
- How to take control of your money in business. We will take a deep dive into addressing your business finances and help you set up a simple system to track them.
- Why entity choice matters. We will guide you through how to set up your business, which entity option is right for you, and why it matters.
- How to protect your business and grow transferable value. We will help you think through growing your business with the end in mind.
- Tips and strategies to build wealth inside and outside of your business.
Categories:
BUSINESS & FINANCE
CAREER
COACHING
EDUCATION & LEARNING
PROFESSIONAL DEVELOPMENT
SUPPORT GROUPS
Who can view: People who attended or registered for the webinar only
Webinar Price: $5.00
Featured Presenters
Finance Expert
Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group LLC, has been practicing financial planning for more than 20 years. At the age of 23, she married her entrepreneurial spirit to her desire to help others and started her own business.
Julia’s passion has always been about helping people win with money through financial education. She loves to inspire others to follow a plan for growth and pursue financial freedom. In 2017, Julia wrote a book titled, “Fit Money, 7 Steps to get your Financial Life in Shape,” in which she shares her personal experience of losing weight and getting in the best shape of her life while also teaching how those same strategies can be used to become financially strong.
Today, her dream of serving her community by becoming a financial advisor has turned into so much more. Financial Freedom Wealth Management Group has grown to a staff of 15 and has 6 locations throughout Oregon and Southwest Washington and has experienced 28% compounded growth rate since 2013. Julia is recognized for her expertise on topics relating to tax strategies for retirement and distribution planning and is also qualified to provide comprehensive exit planning services to business owners.
As an award-winning advisor, in 2018 - 2020, Julia was named by Forbes as one of the Best-In-State Wealth Advisors in Oregon, as well as a Forbes Top Women Wealth Advisor. Her company was also chosen as an Outstanding Practice for Diversity and Inclusion by InvestmentNews recognizing her for building a business that fosters diversity internally and the importance of embracing a diverse clientele.
Julia’s passion has always been about helping people win with money through financial education. She loves to inspire others to follow a plan for growth and pursue financial freedom. In 2017, Julia wrote a book titled, “Fit Money, 7 Steps to get your Financial Life in Shape,” in which she shares her personal experience of losing weight and getting in the best shape of her life while also teaching how those same strategies can be used to become financially strong.
Today, her dream of serving her community by becoming a financial advisor has turned into so much more. Financial Freedom Wealth Management Group has grown to a staff of 15 and has 6 locations throughout Oregon and Southwest Washington and has experienced 28% compounded growth rate since 2013. Julia is recognized for her expertise on topics relating to tax strategies for retirement and distribution planning and is also qualified to provide comprehensive exit planning services to business owners.
As an award-winning advisor, in 2018 - 2020, Julia was named by Forbes as one of the Best-In-State Wealth Advisors in Oregon, as well as a Forbes Top Women Wealth Advisor. Her company was also chosen as an Outstanding Practice for Diversity and Inclusion by InvestmentNews recognizing her for building a business that fosters diversity internally and the importance of embracing a diverse clientele.
Expert
Catherine is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Alternative Investment Analyst. She holds her FINRA Series 7, 63, and 66 with LPL Financial, and is also a registered Life, Accident, Health, Property & Casualty Insurance agent.
She is passionate about building long-term relationships with clients and creating customized plans to help them reach their goals.
Catherine received a bachelor’s degree in Economics from the University of Pennsylvania, and a master’s degree in International Relations from the Johns Hopkins School of Advanced International Studies. She is a member of the Financial Planning Association, Boston Women in Finance, and CAIA.org. She speaks French fluently and is proficient in Spanish and Italian.
She enjoys traveling and staying active with her husband and their four daughters. Her cat and golden doodle round out her family.
She is passionate about building long-term relationships with clients and creating customized plans to help them reach their goals.
Catherine received a bachelor’s degree in Economics from the University of Pennsylvania, and a master’s degree in International Relations from the Johns Hopkins School of Advanced International Studies. She is a member of the Financial Planning Association, Boston Women in Finance, and CAIA.org. She speaks French fluently and is proficient in Spanish and Italian.
She enjoys traveling and staying active with her husband and their four daughters. Her cat and golden doodle round out her family.
Hosted By
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