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
Hope to see you there!
September 12, 2024 8:00am - 10:00am CST
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Agenda
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8:00-8:30 a.m. CST - Open Zoom Networking
8:30-9:00 a.m. CST - Meeting opening remarks
9:00-9:45 a.m. CST - Program
9:45-10:00 a.m. CST - Questions & Answers
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Program Logistics
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Who. For all B2B consultants craving collegiality, collaboration, and real conversation. Guests welcome!
What. Monthly program providing networking, relevant education, and personal and professional growth opportunities.
When. Thursday, September 12 • 8:00 AM–10:00 AM CST
Where. Zoom Meeting ID will be in your registration confirmation email
Cost. Free for Members & Guests
RSVP. Register Today!
Guests always welcome!
Janel Kalish, CFP® is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1166 QUAIL CT., SUITE 100, PEWAUKEE WI, 53072, 262-746-9270. Securities products and advisory services offered through PAS, member FINRA, SIPC. Third Coast Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Third Coast Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. (2024-178990 exp 9/13/2024)
