Event Description
Join us for a informational Lunch & Learn featuring SW Advisers.
“Owning It: Financial Clarity for Owners, Families, and Non-Profits”
Description:
Whether you’re running a business, managing a household budget, or leading a non-profit, your financial decisions are connected. Over lunch, we’ll discuss how to:
Think like an owner when it comes to building long-term value
Make personal choices around retirement, budgeting, and insurance with more confidence
Strengthen non-profit finances to better support your mission
The goal isn’t to turn you into a financial expert in an hour, but to give you clarity, language, and next steps so you can move forward more intentionally.
Free lunch will be provided. RSVP required.
“Owning It: Financial Clarity for Owners, Families, and Non-Profits”
Description:
Whether you’re running a business, managing a household budget, or leading a non-profit, your financial decisions are connected. Over lunch, we’ll discuss how to:
Think like an owner when it comes to building long-term value
Make personal choices around retirement, budgeting, and insurance with more confidence
Strengthen non-profit finances to better support your mission
The goal isn’t to turn you into a financial expert in an hour, but to give you clarity, language, and next steps so you can move forward more intentionally.
Free lunch will be provided. RSVP required.
Location
Contact Person
Paige McDaniel
(phone: 3163213150)
(phone: 3163213150)
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| 11/19/2025 |    |
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