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Financial U: Financial Planning for Business Owners
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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.

2/26/2015
When: Thursday, February 26th
5:30 PM - 6:30 PM
Where: COBB CPA
1553 W. Todd Dr. #112
Tempe, Arizona  85283
Contact: Charissa McCarron
480.517.0988

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Financial U: Financial Planning for Business Owners

Thursday, February 26th | 5:30pm - 6:30pm

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

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