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
Dr. Drew Stevens, Ph.D.
- International financial educator specializing in retirement optimization
- Works with individuals to transform financial struggles into wealth and lifestyle fulfillment
- Started career on Wall Street, with extensive experience in financial markets and investments spanning 37 years
- Expertise in creating holistic retirement plans to maximize income and mitigate risk
- Author of 15 books, including ‘Understanding Social Security’, and writer of over 5500 articles on financial topics
- Licensed fiduciary in 7 states, ensuring ethical financial guidance for clients
- Renowned international keynote speaker, workshop provider, and media host
- NSSA, AHIP, and IRMAA certified
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