Stride Virtual Office Hours

Financial Planning During the Journey – How to Be Proactive in Setting up Your Personal Financial Plan While Building Your Business

Date: Wednesday, October 23, 2019
Time: 8:00am PST/ 10:00am CST
Duration: 60 Minutes
Cost: FREE! Register below

 

Register for this Virtual Office Hour on 10/23/19

 

WHO SHOULD ATTEND? 

All Business Owners

WHAT IS THIS ABOUT?

In this virtual office hours segment, Jan Schalkwijk, CFA from JPS Global Investments, an independent firm and understands the value of financial freedom and the entrepreneurial spirit. Jan will discuss how many business owners wait until they’ve “made it” before getting their financial plan in order. For many, this doesn’t happen and they’re pissed they didn’t plan ahead. Don’t do that! By taking a thoughtful, proactive approach to financial planning, business owners can keep their own house in order while focusing on building a great business.

WHAT YOU WILL LEARN:

  1. The top 3 pieces of the financial planning puzzle you should put in place
  2. Actions to take at various age stages to plan effectively
  3. How to tailor your investment portfolio to your values without sacrificing returns

WHAT YOU WILL TAKE AWAY:

Warren Buffett once said, “You only have to do a very few things right in your life so long as you don’t do too many things wrong.” He was referring to financial decisions and we agree. A good financial plan empowers good financial decision making. We strive to make our financial advice tailored, actionable, and impactful and strive to be valuable partners in our clients’ financial lives.