Small Business Workshops



Wealth Achievement for Small Business Entrepreneurs

February 20, 2016

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

During this two-hour long class, we will review the ways to maximize your business financial planning and your personal financial planning (risk management, tax planning, retirement planning and investment management); 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 financial goals. Moreover, we will also review best practices and focus on how you can create a road map to work towards achieving your personal financial goals within the context of being a small business entrepreneur.

The class was created and is taught by Joseph Leitmann-Santa Cruz, a volunteer with WACIF. He is a Financial services professional with 16 years of experience in a broad spectrum of program & project management, investment strategy and portfolio management in 1) the Wealth Management and Investment Management fields servicing Wealth Management Firms, High-Net-Worth Individuals & Families, Endowments, Foundations and Retirement Plans and 2) the Asset Building field working with Non-Profit Organizations, Small Business Entrepreneurs and Low- and Moderate-Income Families.


Small Business Loan Day

February 22, 2016

3939 Benning Rd. NE, Wahington, DC 20019 - Marshall Heights Community Development Organization

Sit and speak one-on-one with a lender!     

Reserve your spot today for a one-on-one session with a small business lender - FREE, tailored and honest, financing advice.


Business Planning for Start-ups

February 24, 2016

330 7th St. NE, Washington, DC 20002 - Northeast Public Library

A business plan is your road map to growth and success!  

Learn the steps to developing a successful business plan that will stimulate your thinking, organize your thoughts and identify areas which need more work.


Starting a Small Business - A Legal Perspective

March 2, 2016

Do you know how you're going to form your business?  

Before jumping into business, come learn how to look at your small business through a legal lens.