Friday, February 9 • 11:45am - 12:30pm
Financially Fearless - Lose the Fluff and Get Down to Business Limited
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This session will be led by Darcie Crotteau and Brian Frederick, Financial Planners for LearnVest, a financial planning company that specializes in empowering people to take control of their personal finances. In their session, Darcie and Brian will share their expert advice on how to be financially fearless and set yourself up for financial and business success. They’ll walk you through everything you need to know when it comes to the financial side of starting a business. You’ll walk away with the knowledge and skills to create a personal financial plan to ensure your business is successful. 
Key takeaways:
  • The importance of taking control of your finances
  • The benefits of having a solid personal financial plan and how to understand where you’re at financially
  • How to gain clarity on your goals and develop a plan that balances what you need to do today with what you’re trying to accomplish in the long run
  • How to understand your finance as an entrepreneur and create a financial game plan that aligns with your business goals

avatar for Darcie Crotteau

Darcie Crotteau

Darcie Crotteau is independent and goal oriented. She is a firm believer in leaving people better than you found them. She is passionate about helping people understand their finances and take charge of their future. A CFP® at LearnVest teaching people how to be rock stars with their... Read More →
avatar for Brian Frederick

Brian Frederick

As a Financial Planner for LearnVest, Brian helps individuals and families understand where they're at financially, gain clarity on their goals, and develop a plan that balances what they need to do today with what they're trying to accomplish in the long run. Outside of work, you'll... Read More →

Friday February 9, 2018 11:45am - 12:30pm
Sunset Room