Learn six areas that an organization must review to create the foundation that protects it from financial hardship.
There will always be recurring issues that can affect a business and the recent pandemic and political disagreements have definitely been part of those issues. There also are issues that affect business each day that individuals and even business owners are not discussing and even dismissing. This white paper reviews these issues that can impact the financial health of any organization.
Agenda
Faculty
Drew Stevens, Ph.D.
Stevens Performance Group
- International financial educator for individuals seeking to optimize and understand retirement
- Works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy
- History on Wall Street, gaining a vast knowledge of financial markets and 37 years of experience enabling him to create a holistic plan for every individual, helping to maximize income and mitigate risk while never running out of retirement money
- Well-known international keynote speaker, workshop provider, and media host
- Author of 14 books (his latest, Understanding Social Security) and over 5,500 articles to stimulate others to increase their knowledge and awareness of the financial markets
- Holds licenses in seven states enacting as a fiduciary for his clients
- NSSA certified
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