Section 1: Financial Literacy:

Many business owners are experts in their industry – not financial experts. You don’t have to be an expert, but understanding best practices will help you stay in control of your business and know what is happening around you. Learn the basics of:

• 401K
• Emergency savings
• Investments
• When and how to ask an expert

Section 2: Building Wealth:

The term “wealth” means different things to different people. How do you define wealth and what does that mean for your goals?

We’ll discuss:

• How to pass on your business (sale, retirement or pass on to family)
• How wealth can be a gateway to opportunities
• Leaving a legacy
• Examples of some of the successful female business owners and what traits they possess that help them flourish

Holly Mazzocca, President & Wealth Advisor at Bartlett Wealth Management will walk us through these two areas so you can build wealth for you, your business and your legacy.