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Financial Serenity: Achieving Peace through Knowledge
Financial Serenity: Achieving Peace through Knowledge

Fri, Jan 21

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Financial Serenity: Achieving Peace through Knowledge

During our time together, we will learn how to: Organize our financial information Strategize best uses for our resources Integrate our personal and business finances

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Time & Location

Jan 21, 2022, 2:00 PM – 6:00 PM

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About the Event

Dear WBOA Members, 

https://umass-amherst.zoom.us/j/95913314118?pwd=NzhwRStkRk4rMVpKcU0reWppQndEdz09

On behalf of the leadership team, we wish you a wonderful new year! Above all else we wish you health, time with your loved ones, and adventures that bring you joy. Altogether, we wish you peace.

Peace can come in many forms and as small business owners there is a certain serenity that comes with having a handle on your business. Studies show that of all aspects of running a business, finances creates the most stress. It is the Achilles heel of most business owners.  During our time together, we will learn how to: 

  • Organize our financial information
  • Strategize best uses for our resources
  • Integrate our personal and business finances
  • We welcome you to learn from the knowledge and experience of Freda Brown and the wisdom of Oriana Falkowski. Together they will map out a financial journey that can change a  life of stress into one of ease and predictability. 

Freda Brown is an EA, Enrolled Agent with the IRS, Master Tax Advisor and Financial Planner. Freda brings years of education and experience in financial counseling and tax preparation to address your issues. She is also the owner of New England Disc Golf Center and understands firsthand the challenges of small business ownership.

Oriana Falkowski is the owner of Money Map Coaching which builds on her experience as a Social Worker and Educator and focuses attention on money mastery as a key element in life. Her goal is to empower people with the tools that will allow them to use money as a vehicle to build the life of their dreams.  We have designed the day so that you can join us for all or part of the program. The workshop will provide the tools for you to be tax ready for 2021 reporting.

Part I: Getting Down To Business: Get Tax Ready 2:00-2:30 pm Freda will provide 2021 tax revision information impacting personal and small business reporting. She will provide ongoing support throughout the working session.

2:30-4:30 pm Working Session with time to organize and prepare for 2021 tax filing. Freda will be available to address your questions  Part II: Listening session with speakers Freda Brown and Oriana Falkowski 4:30-6:00 pm Financial Serenity: Achieving Peace through Knowledge

Please join us for this wonderful program!

Warmly,

Anita, Colleen, Debbie and Freda

Tickets

  • Financial Serenity

    Link to meeting - https://umass-amherst.zoom.us/j/95913314118

    $0.00

Total

$0.00

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