Sign up now for our FREE financial boot camps. You won’t break a sweat like those gym boot camps, but you will become financially stronger and learn how to flex your money muscles!
All events are online and begin at 12 noon.
Wednesday, July 25, 12 noon – Presented by Andrew Schwartz, CPA
It sounds straight-forward: there are two ways to boost your earnings. You can (1) increase collections or (2) decrease your overhead. But how do you decide which one to pursue? And what should be your goal? In this presentation, we will show you how you compare to other dental practices and where to target your efforts so you can improve the most.
Thursday, August 16, 12 noon – Presented by Alex Oliver, First National Corporation
North Korea. Trade wars. The Fed. Oil prices. With today’s sensationalized media, it can be tough to break through the noise and understand how the economy is actually performing. We will take a look at several economic measures to get a sense of how the stock market is reacting to the latest Tweets and decipher what you should be paying attention to.
Thursday, September 20, 12 noon – Presented by Greta Malstrom, Payroll Dept. Manager, and Laurie LaBrie, Integrated HR Team
As a small employer, you need to stay compliant with new and recently changed payroll and employment laws. We will discuss the latest changes and how you can address them in your small business.
Tuesday, October 23, 12 noon – Presented by Alex Oliver, First National Corporation
You’ve been following the obvious advice of maxing out retirement accounts and investing aggressively while you were young. However, with under a decade left until retirement, the stakes of these decisions have never been higher. We will discuss benchmarks to help understand whether you are on track, how to mitigate risks such as the 2008 recession with your investments, and cover the various types of issues our retiree clients typically run into. We will also briefly demonstrate the software system that we use to create a financial plan in order to bring this all together.
MISSED OUR PREVIOUS BOOT CAMPS?
Don’t worry – we’ve recorded our previous sessions below:
- The Quick & Dirty Personal Financial Checkup
- The Game of Loans: The Stark Truth About Student Loan Refinancing
- Estate Planning: Intro to the Essentials
- Preparing for the Rising Cost of College