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Financial Planning: Navigating the Path to Financial Success
August 3, 2023 @ 6:00 pm – 7:00 pm EDT
Join us for an engaging and informative webinar on financial planning for individuals and small businesses. We have invited Nelcol Philip, an expert in financial planning and life insurance, to share valuable insights and strategies to help navigate the unique financial challenges faced by individuals and businesses.
In this 1-hour session, we will cover essential topics such as budgeting, savings, investment options, tax considerations, risk management, and more.
Don’t miss this opportunity to gain practical knowledge and tips to secure your financial future. Register now and be part of this exclusive FREE event!
During the webinar, we will cover the following topics:
Introduction to Financial Planning: Discuss the importance of financial planning for individuals and small businesses, emphasizing the benefits of long-term financial security and stability.
Budgeting and Cash Flow Management: Explain the basics of budgeting, including tracking income and expenses, creating a budget, and managing cash flow effectively.
Savings and Emergency Funds: Provide insights into different saving strategies, the importance of emergency funds, and how to build and maintain them.
Investment Options: Explore various investment vehicles suitable for regular folks and small businesses, such as stocks, bonds, mutual funds, and real estate. Highlight the potential risks and rewards associated with each option.
Tax Considerations: Discuss tax implications specific to the cannabis industry, including deductions, compliance, and ways to optimize tax planning for individuals and businesses.
Risk Management and Insurance: Shed light on the importance of insurance coverage for individuals and small businesses, including life insurance, disability insurance, liability insurance, and property insurance.
Retirement Planning: Introduce retirement planning strategies, such as individual retirement accounts (IRAs), 401(k)s, and SEP-IRAs, to help individuals and small business owners prepare for their future.
Q&A Session: Reserve time for participants to ask questions and receive personalized advice from the financial planning expert.