Events

Overview:

Small business owners are confident, effective, resourceful, and high functioning.  However, the pressure that falls on our shoulders can quickly worsen an addiction or mental health problem.  Entrepreneurs are also likely to manage others that struggle with mental health or an addiction.  With so much at stake for a small business owner addiction and mental health crisis can create huge problems and can even destroy our business.  This training offers insight into risk factors, warning signs, and resources for addiction and mental health problems focused on entrepreneurs unique role and the staff they manage.

Regardless of the size of your business, whether you’re a one-woman shop or employ dozens of people, it’s important to take a proactive approach to a topic that isn’t always obvious in business: mental health and addiction.

According to SAMHSA, 1 in 5 adults will face a mental health condition in any given year. Additionally, nearly 20% of people 12 years and older have used illegal drugs or misused prescriptions within the past year (National Center for Drug Abuse Statistics). Mental health challenges and addiction are common, and they can impact you both professionally and personally.

What You’ll Learn:

• Risk factors which make mental health or addiction challenges more likely
• Warning signs of mental health and addiction challenges
• Resources for when you or someone you work with needs help

Register: Link is in “Learn More” below.

Where:  Online Workshop

When:  January 26, 2022 at 8:30am

Trainer: Mental Health America of Northeast Indiana

Overview:

Adult children are inheriting the family business. Many established business owners want to pass on the business to their children like previous generations did. Today it takes more than a signed handwritten note or simply stepping out and having someone change the owner’s name. There are necessary steps to take to help establish a solid retirement for the original owner and set the new owner up for success.

Listen as second-generation business owner Anne Marie Labenberg gives her real-life story of how the inheritance/sale of the family business affected her life. The session is sure to be beautiful, relatable, and impactful.

Certified Financial Planner™ Sydney Cale, leads this first of a four-part series providing financial guidance to answer these questions (and more).

What You’ll Learn:

• What happens to your business if something happens to you?
• How often should you review your estate documents?
• What provisions should business owners include in those documents?
• What are your options for buying/selling a business?
• When should vital shareholders be brought on for growth and legacy planning?
• When is the best time for a business owner to think through these details? (It’s never too early!)

Where: The Northeast Indiana Innovation Center

When: February 3, 2022 8:00am-9:30am

Trainer: Sydney Cale, CFP®, MBA of SYM Financial Advisors

Overview:

Taxes and disasters. Learn how to navigate both as a business owner. Listen as Certified Financial Planner™ Sydney Cale, leads this third of a four-part series providing financial guidance to answer these questions (and more).

What You’ll Learn:

• What are some ways that you can be tax-efficient in business, so you don’t pay more than necessary?

• What is a business structure and how do you choose what’s best for you?

• What are some methods of transfer/sale of the business that are tax-advantaged?

• What are the major liabilities your business faces? Are you adequately protected?

• What are the common commercial insurance policies that you should consider?

• Are you covered for a liability claim both personally and professionally?

Where: Virtual Event

When: February 17, 2022 8:00am-9:30am

Trainer: Sydney Cale, CFP®, MBA of SYM Financial Advisors

Overview:

A panel of stellar business owners has been assembled for you! Listen as Certified Financial Planner™ Sydney Cale, leads this final of a four-part series where owners share what they know. You’ll hear from the local owners of Midwest is Best, House to Home, and Glo Everyday.

What You’ll Learn:

Listen to a panel of experienced female business owners who have navigated many aspects of growth in their businesses. Between COVID shutdowns, the demands of being a wife and mother, and expanding to new revenue streams, these women have some stories to share. Join us for the capstone event of this financial series to get a glimpse into the real lives of women running their successful businesses and the testimonies to know you are not alone!

Where: Virtual Event

When: February 24, 2022 8:00am-9:30am

Trainer: Sydney Cale, CFP®, MBA of SYM Financial Advisors