Register today for CSI’s Lunch and Learn for entrepreneurs. Financial plans and Certified Financial Planners (CFPs) can be some of your greatest resources.
If you’re a business owner, entrepreneur, or self-employed individual, financial planning can be one of the biggest challenges. Don’t let it be a perennial hurdle to your success! There are resources and knowledge holders available to address your personal and business financial planning needs.
We’ve once again partnered with CSI Member Linda Odnokon, and co-founder of Indie95, for this Lunch and Learn on financial planning for entrepreneurs. Joining Linda is special guest Jodie Stauffer, CFP.
By the end of this event, attendees will be able to:
- Understand the power of a personal financial plan
- Understand the difference between a personal plan and a business plan
- Learn how to add / hire a CFP-Certified Financial Planner to your team
Take charge of your financial planning! Register now.
This event will run from 12:30 – 1:30 PM EST on Monday, March 13.
All ticket sales will be donated to CSI Member Birth Mark!
About the Presenters:
Linda has been hosting workshops and teaching financial and investing literacy for over twenty years. She has experience working with people from all walks of life, and alongside financial advisors, planners, and portfolio managers. She has been licensed in the province of Ontario since 2001 to advise on investments with life insurance strategies and group savings plans. Most recently she was licensed as an Investment Advisor and was an associate to a portfolio manager for ten years with a full-service brokerage firm on Bay street. She is currently enrolled in the core curriculum for the CFP designation and works as an associate to a fee only financial planner.
She is the co-founder of Indie95 Personal Wealth Workshops. Indie95 is a social enterprise based out of CSI Spadina, dedicated to empowering financial independence to age 95 and beyond. By designing and teaching financial and investing literacy for adults and co-hosting with other financial industry professionals Linda and her associates are making it socially acceptable to talk about money. Linda offers complimentary financial consultations, virtually, for CSI members every Wednesday.
“As an experienced and talented professional with a 22+ year history working in financial management, financial sales and leadership, I work with women, their families and business professionals seeking unbiased advice-only financial planning & consulting. When it comes to understanding and planning for clients and business partners, my career experience offers a unique advantage. As an unbiased advice-only financial consultant, the only product I sell is my time, experience and a great relationship. My passion for thinking differently and driving change always comes through.