Financial Planning for Business Owners: Setting Your Personal Finance

Business Operations


Description

This workshop is designed to give actionable tips on personal finance as you grow your business! As an entrepreneur/business owner, it’s important to have a personal financial plan. That’s why effective money management is so crucial, especially while growing your venture. In this workshop, we’ll help you build the basics of financial planning and provide you with useful tools to manage your finances with ease. Don’t let the stress of tracking your money/retirement hold you back from reaching your goals.

Key learning outcomes

• Finance Goal Setting

• Budgeting

• Retirement Planning

Presenter

Delano Saporu is the CEO of New Street Advisors Group, a financial planning and portfolio management firm, where he manages retirement investing for over 450 households across the country. Based in NYC, Delano has been leading the effort to provide literacy and access to younger and more diverse investors. Prior to that, Delano earned his Masters in Business from the University of Chicago Booth School of Business and a Bachelor of Science in Business Administration from the University of Nebraska at Omaha. After earning his Masters in 2018, Delano worked as an Investment Banking associate at Credit Suisse in New York. Delano’s aim is to provide access and the tools for generational wealth in the public and private markets. You can follow Delano Saporu on Twitter @DelanoSaporu.

https://www.newstreetadvisorsgroup.com/

DISCLAIMER – Funded in part through a Cooperative Agreement with the US Small Business Administration. Training collaboration does not constitute an expressed or implied endorsement by the NYSBDC and SBA of the presenter(s), their organization(s), and/or their products and services.

Connect with your regional NYSBDC center to find out more about this topic for your business’s unique needs and challenges

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