Small Business Workshops

 


 

Wealth Achievement for Small Business Entrepreneurs

December 13, 2014
1:00pm-3:00pm

2012 Rhode Island Ave. NE, Washington, DC 20018 - WACIF Offices

Do you have a financial plan to achieve your goals?

Join WACIF as we welcome Joseph Leitmann-Santa Cruz as we help you set and realize your financial goals as a small business owner. We will review the basics of personal financial planning (budget management, risk management, tax planning, retirement planning and investment management).

We will also focus on the hierarchy of personal financial goals; create an inventory of critical documents we all need to have and manage; and, review a list of short-term and long-term goals to help you with your financial well being.

RSVP