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Financial Wealth with Kurt Rosentreter
2022 Post Pandemic Finances – It’s a new world, are you ready?

October’s Aha has a twist. Members can plan to learn something that they can take home too. Share the invite with your spouse.

As Business Leaders and CPAs, we can spend our days on financial strategy with a corporate lens. How often do we step back and invest in our own Personal CFO perspective? What should we consider as we navigate our wealth or evaluate our financial planners and advisors?

For those of us the lead or support Founder-managed businesses, we are there because of our business expertise. But we know that the exit and the growth, and the strategy of those types of private entities are interdependent on the financial planning of the business owner. Yet, we are often in the dark or unprepared to ask the right questions or offer insight.

Kurt is a well-known entity in the CPA speaking world. He’ll bring his expertise and insight to our members to help us start thinking as a personal CFO, for ourselves as Business Leaders at home and within our organizations.

Join us to talk about Financial Wealth.

Oct 18, 2022 12:00 PM in Edmonton

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