Link & Learn Workshop Series:
Financial Wellness & End-of-Year Planning

Prepare to tackle year-end financial planning and sharpen your financial strategies as the year wraps up, ensuring you’re set for success in the new year. This session will arm you with the necessary tools to secure and advance your business’s financial health.

Event Details

• November 12, 2024

• 8:30 - 10:00 AM

• PWSB Community Room (218 E Washington St, Port Washington, WI 53074)

Speakers

• Angela Ryan, Founder, Angela & Co. and Exotic Species

• Erika Gordon, Associate Finanical Advisor

Workshop Highlights

• Personal Planning: Learn how to establish a robust financial foundation personally and professionally, while keeping personal and business finances distinct.

• Business Planning: Discover effective strategies to retain top talent through benefits and incentives aligned with your business goals.

• Taxes: Explore ways to minimize your tax liabilities and enhance financial efficiency as the fiscal year ends.

• Succession Planning: Plan for your retirement or the transfer of your business with confidence and clarity.

• Live Q&A Session: Bring your questions and get direct answers from our financial expert.

Hosted by: Angela & Co. and Downtown Port