January Lunch & Learn – Preparing Your Financials For Financing

Make 2018 the year for personal and business financial health! You can’t start and succeed as an entrepreneur if your household isn’t financially healthy. We can help get you on track with a personal budget, debt reduction, improved credit and business cash projections. In this session you will learn:

  • How to prepare a personal financial plan so you can pursue your dream of entrepreneurship
  • Establish budgeting and debt management that will serve you well personally and in your business
  • Develop a personalized strategy for your financial security

Speakers: Taylor F Walls, Independent Financial Services Representative & Jestin E. Schrake, Independent Financial Services Representative 

Taylor is an Independent Financial Services Representative with Primerica Inc. and has served his surrounding communities for the past 6 years. Prior to his career in the financial industry, Taylor has invested his time growing his family farm along with working in sales and service in the farm and trucking industry. Taylor uses his personal expertise as well as that of his team to provide guidance and education that is needed to help secure a successful financial future. He focuses on core values and education for families in order to help guide them in the right direction. Firm quality relationships are the primary focus for Taylor and his team in order to better serve his community.

Jestin is an Independent Financial Services Representative with Primerica Inc. and has served his surrounding communities for the past 2 years. Jestin focuses on building great relationships and ensuring that all of his clients have a great understanding of the concepts that are implemented in their financial plan. He is most fulfilled when he sees a drastic change in his clients’ attitude when it comes to money and planning their financial futures. Jestin also currently runs the Inspire Networking and Entrepreneurship Organization in Marion and Columbus. He thrives in Networking settings and is always looking to add value to new partnerships.

Register Here

Date

Jan 09 2018

Time

11:30 am - 1:00 pm

Cost

Free

More Info

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Cultivate

Location

Cultivate
Category

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