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SUMMARY:Monthly Meeting: September 18\, 2024
DESCRIPTION:Estate and Financial Planning for Small Business Owners\nSeptember 18\, 2024\nAs business owners\, it’s essential to consider the future not only of our businesses but also of our personal lives. Retirement\, aging\, care plans\, and end-of-life plans are critical topics that we often shy away from discussing. However\, having a comprehensive plan in place is key to unburdening our families and ensuring a smooth transition during life’s inevitable changes. \nJoin us for an insightful and practical presentation by two esteemed experts in the fields of estate and financial planning. They will guide us through the vital steps of planning for retirement\, selling your business\, and preparing your estate\, including medical and care planning. This session is designed to provoke thoughtful discussions and provide actionable steps you can take today to secure your future. \nAbout Our Speakers \nChristine Eisenhower\, Blue Anchor Wealth\, is a CFP™ (Certified Financial Planner) and CPA. She holds a degree in accounting\, an MBA in Finance and brings over 25 years of experience in professional finance. She is particularly attracted to providing women with education\, resources and confidence to feel positive support through their financial journeys. \nPatricia “Trish” Nelson (formerly Heatherman) has practiced law in Bend for over 27 years.  Her law practice\, Two Spruce Law\, emphasizes estate planning and probate.  She was ordained as a Minister of Walking Prayer by the Center for Sacred Studies in San Francisco in April of 2014. She has been certified as a Radical Collaboration Trainer by the Schutz Company in May of 2015.  She also brings to her practice a wealth of wisdom and practical experience as a mother\, small business owner\, and attorney. \nWe love to meet new businesses and new business owners. Please register and join us for the evening.\nConnectW is a women’s networking group that welcomes women in all fields and endeavors—from entrepreneurs and professionals to women simply wishing to explore\, expand and enhance their lives and environments. \nJoin us for networking\, socializing\, a light dinner and cash bar. \nNOTE: The cutoff for registration without a late fee is end of day September 13\, 2024.  If tickets are “out of stock”\, please email info@connectw.org to be put on a wait list. \n\nNo refunds offered after September 13\, 2024. \nPlease contact info@connectw.org for further assistance. \n\nA special ‘Thank You” to our ConnectW Corporate Sponsor: \n \n…and to our ConnectW Large Business Sponsor: Terry Sprecher with Sprecher Group.
URL:https://connectw.org/event/september-2024-monthly-meeting/
LOCATION:Open Space Event Studio\, 220 NE Lafayette Ave\, Bend\, Oregon\, 97701
CATEGORIES:ConnectW Events,Monthly Meetings
ATTACH;FMTTYPE=image/png:https://connectw.org/wp-content/uploads/Trish-and-Christine-September-18-2024-ConnectW-Featured-Image-1.png
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