Sandwich Sessions - Mastering Year-End Planning: Personal and Business Workshop
Event Sponsors
Join us each month for a topic-specific session that is sure to have some impact on you as a business leader in the De Pere Area! Enjoy lunch and networking with other local leaders and come away with some new knowledge to share with others. There is no cost other than lunch. Come check it out!
(RSPV's appreciated, but you're free to just show up!)
Mastering Year-End Planning: Personal and Business Workshop
Don’t let the year slip away—seize this opportunity to sharpen your financial strategies with expert guidance. Join us for an insightful session with Wealth Managers, Andrea Zoeller, CFP® and Sydney Thompson, CFP® from Merit Financial Advisors to understand your year-end personal and business financial checklist. Whether you are an individual embarking on your professional journey or are an established entrepreneur, reflecting on the past year’s financial activities and planning ahead is beneficial for sustainable growth and stability. Get ready to gain valuable insights that will help you close out the year strong and set yourself up for a prosperous 2025. Don’t miss out on this opportunity to refine your financial strategies with expert guidance!
Date and Time
Tuesday Nov 12, 2024
11:30 AM - 1:00 PM CST
Tuesday, November 12, 2024
11:30am-1:00pm
Location
LOCATION TBD
Fees/Admission
Lunch cost is on you!
Website
Contact Information
David Vander Bloomen (Interim President and CEO)
Send Email
