MABC Meeting | Living Balance: Understanding Business and Personal Finances

September Program Presentation

Living Balance:  Understanding Business + Personal Finances

with Janel Kalish, CFP® Third Coast Advisors

Janel Kalish is a Certified Financial Planner® at Third Coast Advisors, and helps business owners streamline their finances. She will talk with us about understanding the landscape of business and personal finances to protect and prepare and offer insight and guidance on achieving balance and peace of mind.

She will also share their helpful TOOL, The Living Balance Sheet

• When: September 12, 2024  8:00 AM - 10:00 AM

Zoom meeting

September Program Presentation

Living Balance:

Understanding Business + Personal Finances

with Janel Kalish, CFP® Third Coast Advisors

Janel Kalish is a Certified Financial Planner® at Third Coast Advisors, and helps business owners streamline their finances. She will talk with us about understanding the landscape of business and personal finances to protect and prepare and offer insight and guidance on achieving balance and peace of mind.

She will also share their helpful TOOL, The Living Balance Sheet

PRESENTER

Janel Kalish, CFP®,  Wealth Management Advisor & Financial Coach

Register Here