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Merging Business Strategic Planning & Personal Financial Planning: An end-to-end approach to getting ahead at work and at home

Mosaic Strategic Partners

Saturday, November 3, 2012 from 9:00 AM to 10:30 AM (EDT)

Merging Business Strategic Planning & Personal...

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Participant Ended Free  
"Register" here if you're interested in other dates/times or other seminars by Mosaic Strategic Partners Ended Free  

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Event Details

Do you feel behind on your business goals and your personal retirement savings goals?  Are you planning on selling your business to fund your retirement?  This is a unique seminar that introduces you to an end-to-end approach that will help you maximize your business profits AND your personal savings.  


Topics include:

- Finding Focus

- Debt Management 

- Strategic Planning

- Measurement

- Financial Planning

- Taxes

- Insurance

- Investment Planning

- Retirement & Estate Planning

- Succession Planning

 

Who Should Attend: Business owners, leadership teams - and spouses are strongly encouraged to attend, to be on the same page. 


Class begins promptly at 9:00 - arrive early for networking!


About The Speakers: 

Edward Livesay is a business strategist and financial consultant with over 15 years of consultative experience.  He is a trainer, speaker, a business lending resource, and a licensed life, health, and disability insurance agent.  Edward's operational and infrastructure expertise, financial background, and professional network make him uniquely qualified to architect integrated business strategies for clients. 

 

Alisa Livesay is a Certified Public Accountant and Certified Financial Planner®.  She has over 15 years experience working with business owners, families, and corporate executives. She is a QuickBooks Pro Advisor and a speaker on tax, financial planning, and estate planning issues.  Alisa holds a Master of Finance degree and teaches in the School of Business Administration at The University of Dayton.

 

Questions?  Email edward@mosaicstrategicpartners.com.  Click the optional registration ticket above to share any other workshop preferences. 


Have questions about Merging Business Strategic Planning & Personal Financial Planning: An end-to-end approach to getting ahead at work and at home? Contact Mosaic Strategic Partners

When & Where


The Event Connections
4140 Linden Avenue
Dayton, OH 45432

Saturday, November 3, 2012 from 9:00 AM to 10:30 AM (EDT)


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Organizer

Mosaic Strategic Partners

Mosaic Strategic Partners is a unique firm that integrates practical business strategies and comprehensive financial advice.  

- We help organizations improve by building better operational processes and solving specific problems. 

- Our specialty is working with clients experiencing significant change or challenges.

- We can source and coordinate strategies with other advisors as needed, such as attorneys, lenders, marketers, IT, and many more.

- It’s more efficient and less stressful for you.  You get one cohesive strategic plan vs. conflicting priorities. 

One firm putting all the pieces together.™ 

For individuals, businesses, and non-profit organizations.

Business strategies include strategic planning, business assessments and turnarounds, problem solving, data analysis, infrastructure analysis, key performance indicators, forecasting, advisory services, start-up support, business expansion, marketing & sales support, and more.  

Financial services include tax, accounting, bookkeeping, cash flow & credit advice, life, health, and disability insurance, financial planning, and investment management.

Edward Livesay is a business strategist and financial consultant with over 15 years of consultative experience.  He is a trainer, speaker, a business lending resource, and a licensed life, health, and disability insurance agent.  Edward's operational and infrastructure expertise, financial background, and professional network make him uniquely qualified to architect integrated business strategies for clients. 

Alisa Livesay is a Certified Public Accountant and Certified Financial Planner®.  She has over 15 years experience working with business owners, families, and corporate executives. She is a QuickBooks Pro Advisor and a speaker on tax, financial planning, and estate planning issues.  Alisa holds a Master of Finance degree and teaches in the School of Business Administration at The University of Dayton.

 


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