Learn the five biggest financial mistakes that business owners make and how to avoid them in an interactive workshop facilitated by Andrea Quagenti, an independent Certified Financial Planner TM with Financial Planning Solutions, Inc. in Newton, MA.
Come to this workshop, “The 5 Biggest Financial Mistakes Business Owners Make and How to Avoid Them,” with an open-minded perspective on your personal business practices and you’ll gain insight into successful financial practices. You will also gain knowledge about how to achieve greater success and increase your earnings potential.
About the Speaker: Andrea M. Quagenti, an independent Certified Financial Planner TM (CFP®), takes a comprehensive approach to financial planning to help elevate her clients to new standards of living and savings. Andrea educates and inspires clients at all income levels to embrace new concepts of financial wellness. By focusing on “big picture” thinking with careful attention to detail and quantitative analysis, Andrea focuses on partnering with her clients to design customized plans that help ensure long-term financial security. Highly credentialed, Andrea offers more than 13 years of financial experience, including nearly 10 years at Fidelity Investments, along with the most thorough training available to achieve her status as a CFP®. A graduate of Salem State College with a concentration in finance, Andrea extends her passion for money management to many others. She offers pro bono financial coaching to patients of The Dana Farber Cancer Institute. For more information, visit http://www.fps2.com/.
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