Agenda:

7:30-8:00 Networking & Breakfast

8:00-8:15 New Board Installation

8:15-9:00 Program - Summer Health Series: Financial Health (Part One)

Panelists

Rebecca D. Martin - McDowell, Rice, Smith, & Buchanan

Melanie Roark - Edward Jones

Kristen Herman - Northwestern Mutual

Topics we'll discuss!

• How to keep your money in the right pockets

• What do banks look for in determining if I can get a business loan?

• Retirement savings tools

• What are business owners missing in their financial plan?

• How could one make the shift from a scarcity to an abundance mindset?

• Should you elect to be taxed as an S Corporation? What are the advantages and disadvantages?

• and more

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