Weather you are starting a business, already have a business or you're simply managing your home, finances can have a tremendous impact on what you can do and what you feel like you can do. IFEBP reported the that financial issues lead to a 76% increased Stress, and a 60% decrease in one's Ability to Focus.
This session will feature experts Robert Hicks, Amir Aghevli and David Knecht who will not only discuss ways to better manage your financials but will look into some current programs to help business looking for assistance via the Employee Retention Credit and PPP Rounds One and Two.
Topics to Highlight:
The benefits (necessity) to manage your business, regardless of size, like a business.
QuickBooks to Manage and Track Expenses
Cloud Accounting Options
Employee Retention Credit
PPP Round 1
PPP Round 2
Please come ready with your own questions! We look forward to seeing you!
If you’re exited for this webinar, you’re going to love the others!
02/18: Setting up and Managing the Financial Side of Your Business
03/04: Forming Your Business and Employing the Right Team for Growth and Eventual Exit
03/18: Passive and Active Marketing Resources from logo design, website creation, social media marketing and pay-per-click.
04/01: How to Hire Virtual Assistants and Employees Globally and Locally
04/15: The Future of Productivity: Human Performance Optimization.(Just Added)
And more!
WestPac Wealth Partners
Vice President of Marketing & Training
I measure success in life by one’s ability to positively impact those we come in contact with.
For over twenty years I have coached and trained thousands of financial representatives regarding marketing, practice management, sales skills and product knowledge. In addition to many large-group settings, I work 1-on-1 with some of the industry’s top producers and their clients, a privilege I thoroughly enjoy.
Today, as Director of Marketing & Business Development, I have found my calling where I am able to regularly coach and develop hundreds of representatives in group settings and work closely with the top 10% on their strategic initiatives. A problem solver by nature, I’m passionate about helping my representatives, clients and their families enjoy the life they want – not only today, but for generations to come.
Attending my first "Million Dollar Round Table" (MDRT) in 1994, I have been involved with the financial services industry most of my life. I am a graduate of Brigham Young University’s Marriott School of Business, but my education did not stop there. Feel free to ask me about the latest book I’m reading as I am constantly learning and then developing new ways to improve myself and those I interact with.
Growing up in Newport Beach with six sisters and now having four boys and two daughters, I describe my life as organized chaos. In addition to the activities previously mentioned, I am involved with several philanthropic groups and love being active in the outdoors.
WestPac Wealth Partners
Chapter President
Board Member
Board Member
Past President
Board Member
Board Member
Wright Engineers
Past President
Marketing Director
