How well you manage your financials has a direct correlation to business success. As we roll into Tax Season, now is an excellent time to establish or revisit:
The importance of having a Financial Plan as a Business Owner (One for yourself and one for your business)
The power of Tax Deductions and Business Sponsored Retirement Plans (SEP IRA, Simple IRA, Solo 401(k), LIRP)
Ways to protect your business and succession Planning (Buy Sell Agreements, Key Person Insurance, Business Valuation)
The Experts:
Mac Gardner, CEO, FinLit Tech
His passion for financial literacy led him to publish his first book, “Motivate Your Money!” in 2013. The book served as a tool to share his extensive experiences in the field of Personal Financial Planning. Through the book, his ability to simplify complex financial concepts through stories and his “Mac Nuggets” helped his clients along their financial planning journey. As his family grew and his clients began to ask him for ways to teach their kids about managing money, he decided to use elements from his first book to develop a financial literacy platform for young children. “The Four Money Bears” represent the four basic functions of money. When children gain exposure to money management skills at an early age, they are likely to develop healthy financial planning habits as adults.
Mac also serves as Founder and Chief Education Officer of FinLit Tech. The company’s mission is “Building a Bridge Between Financial Literacy and Financial Technology”. His firm has recently entered a partnership with eMoney Advisor to collaborate in the development of their new Financial Education & Wellness platform.
Zdravko Ivanov, Manager, KPMG Spark
Zdravko is a manager in the KPMG Spark practice working out of KPMG’s Cincinnati office. Zdravko first joined KPMG in April 2011 as part of the firm’s Business Tax Services (BTS) practice where he gained experience in federal and state tax compliance and consulting engagements while responsible for overseeing all aspects of the process – from initial planning/staffing through the final client delivery product.
*Libate is merely a suggestion. Consider this is more of a virtual social, educational, networking, happy hour. From Kombucha to Ketel One, all forms of libation are welcome.