🌟 Excited to share that I’ll be speaking at the USHCC National Conference 2025 in Atlanta (Sept 21–23) on the panel:
“Small Business Solutions: Financial Tips & Tricks” sponsored by @Thrivent.
As both a financial advisor and business owner, I know the challenges entrepreneurs face: access to capital, protecting what you’ve built, and balancing today’s needs with tomorrow’s dreams.
Here are 5 powerful takeaways I’ll be sharing with business owners:
1️⃣ Build business credit early – Separate personal and business finances to access better loans and opportunities.
2️⃣ Protect your business & family – Key person insurance, liability coverage, and reserves safeguard everything you’ve worked for.
3️⃣ Pay yourself first – Don’t reinvest every penny; create a plan for retirement and your long-term goals.
4️⃣ Plan for taxes strategically – Use business structure advantages, retirement accounts, and deductions to minimize tax burden and reinvest more into growth.
5️⃣ Monitor cash flow consistently – Track income, expenses, and projections to avoid surprises and make informed growth decisions.
💡 Conferences like this are more than sessions—they’re about connections that spark growth. The conversations we start here can open doors to partnerships, strategies, and opportunities that transform businesses.
👉 If you’re attending, I’d love to connect in person. If not, let’s connect here on LinkedIn to keep building strong, financially resilient businesses together.
#USHCC #SmallBusiness #Entrepreneurship #FinancialPlanning #Thrivent #Networking #BusinessGrowth #BusinessFinance
Disclosures: thrivent.com/social
