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.