Small Business Roundtable

Topic: Financial planning for business owners and investors
This class designed for business owners and those who feel they have a good stance on financial basics. They most likely have minimal debt and a healthy Emergency Fund (What does that look like? And they may be asking themselves, “Now what?”

They have:

Minimal debt
Healthy Emergency Fund – What does that look like?

We will take a comprehensive (yet plainly spoken) look at investing:

Basic Investing 101
Pros and Cons to investing
Where to save and invest
How to make the most of your investments
How investments are taxed
Business investing to create growth and tax efficiencies

By the end of the conversation you will have three takeaways:

What stocks, bonds and funds are and how they work
What the most efficient type of investment account(s) will be for you and your business
Next steps you should be taking in your investment journey

Our Speaker:

Noea Moss is a Financial Advisor with Northwestern Mutual and has been in business since January, 2019. Noea helps women and business owners save for those “rainy days,” providing families a sense of security every step of the way. Most importantly, she offers education on efficient ways to position assets so they have assessable money while conserving to weather life’s (and a business’s) ups and downs that so often come with military life.

Noea’s mission is to develop enduring relationships with her clients by providing expert guidance for a lifetime of financial security. She guides clients to identify their financial security needs and then focus on solutions that help make those financial goals a reality. Noea helps tackle strategies to student loan debt while also ensuring a savings for the future. Her client’s find financial security with a plan to retire comfortably and provide a financial family legacy.

It is Noea’s mission to be a center of influence by leaving a positive impact & providing outstanding service within our community. She is a graduate of Women’s Community Leadership and was nominated for the Mayors Young Leader Award in Colorado Springs.

Open to women owners of LLCs and small business corporations.