📢 Calling all NYC area entrepreneurs (and anyone who knows one)! 🗽
Your business thrives on financial goals. Now, it's time to show your personal financial goals the same love and attention they deserve! 🌟
🗓️ Mark your calendar for Thursday, September 28th, 6:00 pm–8:00 pm at Shopify HQ
We’re hosting a live, game-changing workshop in partnership with Shopify called Financial Goals Unlocked: Your Path to Prosperity!
Craft tangible financial goals, develop step-by-step plans, tailor savings strategies, evaluate investments, and unlock methods for fast progress. Stick around for real-time money Q&A with multi-award-winning CERTIFIED FINANCIAL PLANNER ™ Ellis, and did we mention there'll be food?! 🥤🥨
This isn’t your average workshop! Prepare for a high-energy, engaging, enlightening time. Trust us – it’s going to be worth it!
Let's seal the deal: bring a friend along for double the inspiration and motivation!
🎟️ Register at the link in the comments below!
See you there! 👋
Financial Knowledge
Silicon Valley's trusted provider of accredited, unbiased financial education! Pure education withou
Financial Knowledge is the nation's only accredited provider of conflict-free financial education for the workplace. Our comprehensive course curriculum has helped thousands of employees better understand the many facets of personal finance so that they can make informed decisions with their money. Financial Knowledge has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).
11/17/2021
Darcy McLarty on LinkedIn: #financialeducation #financialliteracy #employeebenefits Even after all these years in business, hearing from happy clients makes my day! The proof for instructor-led financial education is in the results... ...
02/12/2021
Check out these helpful tips for your 2020 filing!
IRS Warns Of Delays And Challenging 2021 Tax Season: 10 Tax Tips For Filing Your 2020 Tax Return The Internal Revenue Service says taxpayers should expect limited face-to-face operations, heavy call volume, and paper-processing delays.
11/17/2020
Check out these helpful tips to avoid getting a surprise bill after your COVID test.
How to Avoid a Surprise Bill for Your Coronavirus Test Get tested at a public facility. Question what services are being provided. And know your rights under federal law.
10/21/2020
Follow Financial Knowledge on LinkedIn for more personal finance tips and financial education news.
Financial Knowledge | LinkedIn Financial Knowledge | 150 followers on LinkedIn | Established in 1989, Financial Knowledge is Silicon Valley's go to provider of conflict-free financial education. | Financial Knowledge is the nation's only accredited provider of conflict-free financial education for the workplace. Our compr...
10/20/2020
The year end is fast approaching. Check out these year end tax planning tips to help you lower your tax liability before it's too late!
Financial Knowledge on LinkedIn: Top 10 year-end tax planning tips The year end is fast approaching. Check out these strategic tax planning tips so that you can take action to lower your tax liability. ...
09/16/2020
Financial Knowledge posted on LinkedIn Our hearts go out to everyone who has been affected by the recent fires, hurricanes, and floods. Here are some small steps you can take if you are asked...
09/03/2020
Your company's open enrollment soon may be coming up soon! Start, stop, and/or make changes to your health plans for next year. Don't miss it!
Financial Knowledge posted on LinkedIn Your company's open enrollment period may be coming up soon. This is the time you can start, stop, and/or make changes to your health plans. ...
06/08/2020
Increasing cash flow has become top of mind for many people throughout this pandemic. When it comes to your non-retirement investment accounts, there are some small actions you can take now to help your cash flow situation.
Increasing Cash Flow: Investment Accounts With the pandemic has come job loss for many people and now cash flow has become incredibly important. While there are ways to increase gross and net income, there are also some adjustments that ca…
05/27/2020
It is times like now when taking inventory of your financial life is a good idea. Knowing where you stand will help you immensely when planning your next steps.
Taking Money Inventory in Times of Crisis It is times like now when taking inventory of your financial life is a good idea. Knowing where you stand will help you immensely when planning your next steps. There are five simple things are imp…
04/09/2020
With the passage of the Coronavirus Aid, Relief and Economic Security (CARES) Act at the end of March, the Federal government has extended the limits, increasing the amount and expanding who is eligible.
Unemployment and CARES Act The unemployment rate in the US has soared due to COVID-19. Your employer has been paying unemployment insurance (UI) to the state (based on where the business is located) on wages paid to employee…
03/16/2020
It's hard to look at the big picture in these unsettling times. Try not to panic but do develop a plan.
Your Finances and COVID-19 Be kind to yourself. As stock markets mirror the changing economics brought about by COVID-19, it is important for you to take some deep breaths, remember your financial goals and be kind to yourse…
Click here to claim your Sponsored Listing.
Location
Contact the business
Telephone
Website
Address
6980 Santa Teresa Boulevard Ste 203
San Jose, CA
95119
