Financial planning for entrepreneurs
October 
16
, 
2020
7:00pm

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Financial planning for entrepreneurs

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Date

Friday
, 
October 
16th
 at  
7:00PM 
MST
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About the event

What are your financial goals for 2021? 

Where do you see your business in five years? Ten years?

What debts are you hoping to pay off?

What legacy do you want to leave?

 
If these are questions you've asked yourself, this lunch and learn is for you! We'll be joined by Lauren Sheil from Freedom 55 Financial to learn about financial planning for small businesses. He'll take us through a case study to show us what's possible, and then you'll be able to ask your burning financial questions. 


We'll make sure you have an opportunity to connect with Lauren after the session if you'd like to work with him on your financial planning.

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Agenda

11:30 am-11:35 am

Welcome

Check in, and join your fellow entrepreneurs in the virtual room.

11:35am-11:55 am

Case Study

Lauren will walk you through a case study of a small business, from initial goal-setting to the results five years later

11:55 am-12:15pm

Q&A

Lauren will answer general questions about financial planning for business owners. 

(If you'd like to speak to Lauren about your specific situation, we'll make sure you have a chance to connect privately!)

Speakers

Krysta Roney

Community Manager 

Ottawa


Krysta has been with Shopify for 3 years and has a deep passion for fostering entrepreneurship and helping businesses achieve success. 
Krysta has worked with businesses of all sizes in the Ottawa area. Whether you’re just starting out or you’re looking to grow, Krysta can provide resources and guidance to help you reach your goals and achieve success.

 Krysta is also an avid Disney fan and dog lover, and in her spare time you can find her sailing on the Ottawa River, checking out local markets and events, or baking up a storm.

 

 


 

Lauren Sheil

Financial Security Advisor & Business Planning Specialist 

 

Lauren is a lifetime entrepreneur.  He started his first business at the age of 10, and by the age of 22 he had opened a recording studio and music publishing house. He spent 18 years in the music industry and travelled the world working in studios from London, Ontario to Vienna, Austria.

In 2011, he left the music industry and moved to Ottawa. His experiences, along with a strong desire to help entrepreneurs bring their vision to life ,just like he had done with the recording artists, led him to a new career in financial services. 

Today, he works with small and medium sized business owners all over Ontario, helping them to eliminate debt, build wealth and leave a legacy. 

 

 



FAQ

Do I need to be using Shopify to attend?

No! This event is for entrepreneurs, regardless of where you sell. Lauren's financial expertise will be valuable to you as a business owner, whether you are brick and mortar, online, or a combination of both. 

Will this event be recorded? 

This event will be recorded and shared with all RSVPs.

How do I sign up to work with Lauren after the event?

We'll share his contact information during the event and in a follow-up email so you can easily book time with him if you need it. 

Watch the Webinar

What are your financial goals for 2021? 

Where do you see your business in five years? Ten years?

What debts are you hoping to pay off?

What legacy do you want to leave?

 
If these are questions you've asked yourself, this lunch and learn is for you! We'll be joined by Lauren Sheil from Freedom 55 Financial to learn about financial planning for small businesses. He'll take us through a case study to show us what's possible, and then you'll be able to ask your burning financial questions. 


We'll make sure you have an opportunity to connect with Lauren after the session if you'd like to work with him on your financial planning.

RSVP
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