Financial Workshop - Before the Ball Drops: Your Business Year-End Game Plan

Where: WIEC With: Sarah Gould, CEO of Elevated Advisory and Accounting Bobby Schmid, Wealth Advisor with Upland Private Wealth Alanna Weibert, CEO of Finvera Year-end can feel like a pile of mail you keep meaning to open. Let's sort through it together, over coffee, with no jargon and no pressure. You'll leave with informational handouts, simple checklists, and a few easy next steps you can start the very next week. Whether you're brand new to business or just want things to run smoother, we'll help you turn "I really should get to that" into "Okay, I know where to start." Come with your questions. Leave with a plan.