October 24, 2019, 12:00 PM - 1:00 PM @ Maui County Business Resource Center
Having control over finances is a key part of a woman's long-term financial well-being. Lis’ presentation highlights the three top financial concerns of women: Savings, Investing and Retiring. We will talk about creating a savings plan, getting comfortable with investing concepts, and planning for retirement.
Lis is a financial strategist and insurance advisor. She strives to help families, individuals and small business owners become financially secure by offering road maps for handling money. She works with clients to develop strategies designed to help them achieve their goals, protect their families, grow their businesses and preserve their wealth. Lis holds a Master’s degree from Hunter College in New York City. She resides on Maui.
October 24, 2019, 5:00 PM - 8:00 PM @ Maui County Business Resource Center
Learn to set up your company’s Online QuickBooks in a small class setting with personalized tutoring. This class is for new users and will teach you how to record sales, receive payments, prepare invoices and balance your checkbook. Get customized answers and schedule a follow-up appointment at no cost to discuss YOUR solutions. Sponsored by SCORE (Service Corps of Retired Executives) and presented by Richard Kehoe, CPA and lead SCORE counselor.
October 30, 2019, 12:00 PM - 1:00 PM @ Maui County Business Resource Center
Maui Economic Opportunity Business Development Center’s Core Four Business Planning is a 36-hour course on how to write a business plan while providing the information you need to know in order to start, operate and grow your business.
This workshop is a one hour introductory workshop which will provide you with a better understanding of the course outline for the Core Four business Planning.
David Daly, Director of the MEO Business Development Center, will discuss the numerous reasons for writing a sound business plan. He has more than 25 years of experience in business ownership, financing, education and economic development. His background includes residential lending and being a Financial Industry Regulatory Authority-licensed financial advisor. Participants will receive an outline of the business plan taught by MEO’s Core Four Business Plan Course.