Momentum Meetup: Finances + Tax Planning for Entrepreneurs

You started your business because you were passionate about creating ― not because you wanted to be a bookkeeper ― right? But if you aren’t actively managing your business’s finances, how do you know if you’re losing unnecessary revenue to the tax man?

Attend Momentum’s February 20 meetup to learn some finance and tax basics to help ensure that you aren’t making the same common mistakes as other entrepreneurs.

Meet Judd

Judson (Judd) Meinhart is a CERTIFIED FINANCIAL PLANNER™ who dispenses fiduciary financial planning and investment advice to individuals, families and small business owners alike. Passionate about educating, Judd enjoys distilling the technical and behavioral aspects of personal finance into bite-sized morsels, consumable by even the most finance-phobic individuals. Prior to jumping into his financial services career, Judd served as a small business consultant and spent more than a decade in leadership roles in the nonprofit sector. Judd leverages his diverse experience and passion for helping others to build lasting relationships with his clients.

When he’s not geeking out on tax code or working with his clients on their financial plans, you can find Judd getting a run for his money from his two young sons. In the off chance they are both sleeping at the same time, he enjoys cooking, golfing and having uninterrupted conversations with his wife.

Details

When: Thursday, Feb 20

Time: 11:30 am – 1 pm

Where: 500 W. 5th St., 3rd Floor, WSNC

Cost: $20, Free for Momentum Members
Get tickets: http://bit.ly/momeetup_2202020

Locally catered lunch included!

Momentum is sponsored by Parsec Financial, ActionCOACH – Team Hauser, and Salem College Center for Women in Entrepreneurship and Business

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Momentum, formerly known as Swerve, brings creatives together through lively, informative monthly meetups, exclusive online content, access to mentors, a members-only Creative Directory, and an online interactive community.