february, 2022

10feb8:00 am9:30 amThe Finances of Business: How They Affect Personal WealthThis is a small business financial series. This is session two out of four sessions


Event Details


Most know the adage “It’s not personal, it’s business”. But when you’re a business owner, it’s both! Listen as Certified Financial Planner™ Sydney Cale, leads this second of a four-part series providing financial guidance to answer these questions (and more).

What You’ll Learn:

• How do you distinguish between personal and professional business planning?

• How do you manage uneven cash flows from your business and still hit your personal savings goals?

• How do you approach goal setting and decision making?

• When do you want to retire? Is retirement even an option as a business owner?

• Can your spouse stay home or work for you?

Where: Virtual Event

When: February 10, 2022 8:00am-9:30am

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


(Thursday) 8:00 am - 9:30 am EST




SYM Financial Advisors and WEOC WBC


Enter search term...