Syncing Your Business and Personal Financial Strategies

As you know, your business is the key to obtaining all your personal financial goals. Do you know how to link your business goals to your personal goals and have you reviewed your strategy recently? Come to our seminar to hear a discussion on how these two sides work together to create a holistic picture of your finances.

Business Financial Strategy: Manny Cosme founded CFO Services Group in 2012 to support new, small and growing organizations with scalable accounting expertise and services beyond typical bookkeeping or tax firms. With more than 20 years focus on managing finances and administration, Cosme has the high-level experience and training that his clients need and want.

Personal Financial Strategy: Chelsi Dildine is a Financial Advisor with Edward Jones. Her practice focuses on long-term financial strategies for individuals and small business owners, assisting her clients in balancing and achieving their financial goals, such as retirement, business growth, and wealth transfer.

Tax ConsiderationsChristine Searle, owner of Searle Business Solutions, LLC, is a tax professional and financial control specialist with more than 30 years of experience preparing income taxes and resolving tax issues for individuals, businesses, estates, and non-profits.

There is limited space, so please RVSP for yourself and your guests by October 16, 2019. If you are interested in this topic, but cannot attend on this date, please let us know and we will see what accommodations can be made.

Metro accessible (Ballston- MU/Orange and Silver Lines). We will validate parking; the entrance to the garage is on the left side of the building.

Date: October 23, 2019
Time: 6:00 pm - 7:30 pm
Location: Edward Jones Investments
1100 N Glebe Road Suite 1140
Arlington, VA 22201
Fee: Free
Registration: Registration Now Closed
For more information, please contact:
Name: Christine Searle
Phone: (703) 946-1922
Email: [email protected]

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