The first, “Spending
Plans: Your Map to Financial Success,” will be held on Sept. 7 from 11:30
a.m. to 1 p.m.
Led by Katrina Boyer, investor educator coordinator for the
Pennsylvania Department of Banking and Securities, the webinar will focus on the
need for a spending plan so business owners can achieve their financial goals.
Boyer will discuss setting “SMART” goals, creating and putting into action a
spending plan and periodically reviewing goals to ensure that the business stays
on track.
Attendees will learn more about:
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The differences between wants and needs
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Three budgeting strategies to choose from
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Finding what works for the circumstances and sticking
to it
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Annually reviewing your budget and adjusting
accordingly
On Sept. 14, SCORE Bucks certified mentor Kathleen Donohue will
present “What’s
Your Mission: Strategy Tools for Your Small Business” from 11 a.m. to 12:30
p.m.
Donohue, who as an independent consultant offered training, coaching,
and consulting services focusing on project management, team building and
business analysis, will discuss how entrepreneurs can learn to give their voice
to their business’s purpose.
Participant will learn:
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The power of a great mission statement, clear values,
and vision statements and how to use them
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How to identify your mission, values, and vision
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How to use your mission, values, and vision statements
to market your business and drive decisions
On Sept. 21, Chris Snider, CEO of the Exit Planning
Institute, will present “Exit
Planning is Not What You Think” from 11:30 a.m. to 1 p.m.
Snider will review the four common success areas to business
growth and exit success, share some of the Exit Planning Institute’s State of Owner
Readiness research, provide insights on the state of the market and offer recommendations
for business owners.
Attendees will gain insight on:
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What exit planning is and is not
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The four core concepts to successful business
growth and exit
On Sept. 28, Boyer will also present “Retirement Planning 101 for Small Businesses” from 11:30 a.m. to 1
p.m.
Boyer will
discuss saving and investing for one’s retirement needs and share insight on special
programs available for small business owners and their employees.
She will discuss:
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Retirement
planning for small business owners
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Different plans
that may be available, including types of accounts and annual maximum
contribution limits
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Other things to
consider when planning for retirement
To learn more or register
For more information about the webinars or to register,
please visit https://buckscounty.score.org/.
All webinars are offered free of charge.
About SCORE
Since 1964, SCORE has helped more
than 11 million aspiring entrepreneurs. Each year, SCORE
provides small business mentoring and workshops to more than 375,000
new and growing small businesses.?With 50 members across the
county, SCORE Bucks?County?provides over 1,500 free
mentoring services annually to local small business owners
through one-on-one counseling and small business seminars. To stay up to
date on news and happenings, join SCORE Bucks County’s email list. Text
SCOREBUCKS to 22828.
