Navigating Murky Financial Waters

2 Merrimack Street,Haverhill MA 01830

15 February, 2022

Description

Insurance and Tax Planning to set your Business Up for Success in 2022 and beyond In this one-hour lunch and learn, our experts in insurance and financial advising will highlight critical steps all small businesses and entrepreneurs can take to protect their financial and business assets. From selecting the right insurance coverage in pandemic climate to understanding the difference between taxes and accounting, this session will offer clear steps to take at any stage of your business. Join the Innovation Hub in person or virtually for this interactive session and have your questions ready to be answered. Our speakers are: Mike Traverso, Branch Manager, MTM Insurance Rob Aquino, Chief Financial Officer, JBS Corps. The UMass Lowell Innovation Hub Lunch and Learn series is sponsored by Haverhill Bank. Join us in person or virtually! Speaker Bios: Mike Traverso, MTM Insurance Mike Traverso is a Sales Executive and Manager at MTM Insurance of Greater Haverhill, Inc. With a degree from the UMass Amherst Isenberg School of Business, Mike began his career as a claims adjuster for Safety Insurance. He then joined his family business more than six years ago helping clients protect their business, assets, and families. As the “T” in MTM, Mike is proud to be part of a family run business that is one of the largest agencies in the Merrimack valley. Rob Aquino, JBS Corp Rob’s early introduction to JBS Corps, a family business founded by his brother Alex and his stepfather Sixto, led him to study accounting and finance at Providence College. In 2014, Rob began his own financial planning practice, as a financial advisor, with Northwestern Mutual Wealth Management Company. After six successful years of running his practice and assisting JBS with strategic growth planning, Rob came aboard as its Chief Financial Officer. He is now also Chief Operating Officer and Head of Controllership Services. Rob's mission in life is to provide financial services normally reserved for ultra-high net worth individuals to the communities served by JBS. During his down time, Rob enjoys reading and writing, spending time with his family and his wife, Carleigh. The UMass Lowell Innovation Hub in Haverhill provides startup programming, coworking space and access to the UMass Lowell's faculty and research resources, as well as collaboration with mentors and sponsors. The new facility located along the Merrimack River in downtown Haverhill offers private offices, dedicated desks, a prototyping and fabrication lab, meeting and event spaces, community programs and more.