Print Page   |   Your Cart   |   Sign In
Financial U: Financial Planning for Business Owners
Tell a Friend About This EventTell a Friend
 

Cobb CPA's mission is to help businesses THRIVE. Through our Performance University we offer these programs for business owners: Inspire U, Performance U, Thriving U, and Financial U. This month's Financial U workshop covers all things financial. Our speaker, Bob Raimondo, from Belpointe Asset Management will take you on an educational journey around the financial world.

2/24/2015
When: Tuesday, February 24th
9:00 AM - 10:00 AM
Where: COBB CPA
1553 W. Todd Dr. #112
Tempe, Arizona  85283
Contact: Charissa McCarron
480.517.0988

« Go to Upcoming Event List  

Financial U: Financial Planning for Business Owners

Tuesday, February 24th | 9:00am - 10:00am

Financial Planning: It's a process...

Investing 101: Stocks, Bonds, Mutual Funds, ETFs
Protecting What You Have
Investing Behavior: Risk Tolerance & Emotions
Cash Flow & Effective Ways to Deploy Capital
Mind the Gap! Where You Are & Where You Want to Be
Money Goals: Education, Retirement, Big Purchases

Choose from TWO DATES this month! Register on our Events Page by clicking on the link below!


Cobb CPA's mission is to help businesses THRIVE. Through our Performance University we offer these programs for business owners: Inspire U, Performance U, Thriving U, and Financial U.

This month's Financial U workshop covers all things financial. Our speaker, Bob Raimondo, from Belpointe Asset Management will take you on an educational journey around the financial world. He will not only cover the basics, but he will share with you the importance of being aware of how your emotions can affect your money decisions. Bob will then give business owners practical and tactical investing advice to reach their goals.

Register For our Breakfast or Evening Workshop on our Events Page.

Tuesday, Feb 24th & Thursday, Feb 26

ReFocus ReImagine ReThink

Register »

Don’t offer a 401K? No problem.

Nationwide

Introducing Guaranteed Retirement Income from NationwideSM
This new way to save for retirement gives your employees guaranteed retirement income every month for life, for as little as $10 a month.

LEARN MORE

CopperPoint...at work for you

CopperPoint

CopperPoint delivers peace of mind to Arizona employers and their employees. We are the state's premier provider of workers compensation insurance, serving Arizona businesses, small and large, since 1925.

LEARN MORE

Royal Personnel Services, Inc. is YOUR PARTNER IN PERSONNEL

Royal Personnel Services

Royal Personnel Services, Inc. is a local family owned Staffing and Human Resource Service Company. We provide Staffing Services to all types of companies and industries throughout the valley.

LEARN MORE

RSVP

Experience ASBA

REGISTER

Date: Held monthly
Time: Click for times based on location
Location: Phoenix or Tucson

RSVP

ASBA Speed Networking

REGISTER

Date: Held monthly
Time: Click for times based on location
Location: Phoenix or Tucson

Affordable Dental Plans for ASBA Members

Delta Dental

Your smile deserves Delta Dental, the nation’s leading dental benefits provider. With the largest network of dentists, personalized service & special pricing for ASBA members, we make it easy to keep your smile healthy.

LEARN MORE

Have questions on small business and health insurance?

Health Insurance

Get the latest on individual, sole proprietor, or group plans related to small business. We can help you find the right plan for you, and your employees. Click to learn more!

LEARN MORE

Small is the New Black

ThinkSmallBiz

What's trending for 2017? Small Business! This year, resolve to support our local economy by "Thinking Small" at least one time each week! Need help finding a small biz? Visit ThinkSmallBizAZ.com! #ThinkSmallBiz

LEARN MORE

Association Management Software Powered by YourMembership  ::  Legal