Financial Lessons from a Recovering Entrepreneur
Financial Lessons from a Recovering Entrepreneur
Theresa Claire, CFP® is the Director of Financial Education and a Financial Advisor with Hurlow Wealth Management Group. With the help of a few fellow business owners, she started Entrepreneurial Society of Stamford in 2017. Theresa will join us for one final meeting before she moves out of Connecticut. During this meeting, Theresa will share financial insights from her start-up journey and beyond.
Topics Include:
BudgetingBookkeepingFinancial StatementsBusiness FinancingThe ExitIn person, masks or vaccination required
Agenda:
6:30-6:45 PM: Arrival & Check-in
6:45-7:00 PM: Announcements
7:00-7:45 PM: Presentation by Theresa Claire, CFP®
7:45-8:30 PM: Networking
Refreshments will be served.
Special thanks to Serendipity Labs for hosting our event!
Suggested donation $10
Serendipity Labs
700 Canal Street
Stamford, CT 06902
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