As a business leader, you’re likely managing budgets, payroll and ensuring the financial success of your business, but when is the last time you checked in with your personal financial goals?

In our September Lunch & Learn, led by Marcel Quiroga, CEO of TQM Wealth Partners, you will learn how to:

• Articulate your values and connect them to your financial decisions
• Use your personal balance sheet to assess your financial health
• Identify the critical path for your portfolio, revealing your required rate of return
• Understand the difference between passive, active, and elective asset management
• Maintain and fund your lifestyle for the rest of your life

LED BY:

Marcel V. Quiroga

Founder & CEO
TQM Wealth Partners

 

This event is open to members of The Women’s Edge. Not a member? Click here to join today.