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Money may matter, but many business owners shiver when it comes to dealing with their finances. We’ll help allay the fears.

Join us as we tackle:

  • Cash management — and making “sitting cash” work harder for you
  • Retirement programs — from Simple and SEP IRAs to profit-sharing and 401(k)s
  • Exit strategy — yes, you should have an idea from the start
  • Business funding — conventional and less conventional
  • Risk management — including if something happens to you, a key employee, key assets or customers
  • Tax-reduction strategies — including “hybrids” that address multiple needs

We’re featuring 3 panelists with varied backgrounds and perspectives in an interactive format moderated by BEAHIVE founder Scott Tillitt.

The event is free — RSVPs required. When you register (below), please let us know your top concerns when it comes to financial management.

COVID Policy: Masks will be required for all attendees regardless of vaccination status.

 


Panelists

Myriam Bouchard / Small Business Development Center

Myriam Bouchard, MBA, is a certified business advisor at the Mid-Hudson Small Business Development Center. Throughout her career, she has helped hundreds of organizations in various business stages. A dedicated strategist, she brings methodology and forward thinking, addressing the minutiae of day-to-day operations while keeping in mind the end goal.

She uses a lifetime of experience in her advising work, whether it is reviewing a profit and loss statement to help with cash flow issues or discussing marketing and pricing strategies to increase revenues. Her core strength is doing feasibility analyses, often leading to successful endeavors and at other times, the numbers exposing the hurdles of starting or expanding a business.

Perry Goldschein / Equitable

Perry advises individuals and organizations on financial planning, investment strategies and insurance to maximize returns, minimize taxes and mitigate risk. He specializes in sustainability / ESG, group benefits and charitable solutions.

He helps clients reach their retirement, education and employee benefits goals while maximizing the positive impacts their investments and charitable giving create in the world. He also serves on two local nonprofit boards. His clients have ranged from individual entrepreneurs and professionals to smaller, iconic brands and the Fortune 500.

Johnny LeHane / Hudson Valley Startup Fund

Johnny leads by providing proven business and technical vision, creating and managing partnerships and assisting in the development of culture, brand image and services. Designing and developing business solutions, helping technical and non-technical partners understand each other, advocating ideas and bringing people of diverse backgrounds and philosophies together to achieve common goals.

He has 25 years of experience in brand identification, mobile and hybrid workforce, social media, technology in education, franchising, online and offline social networks. Specialties include: early stage deal analysis and finalization, business launch and software systems planning, design and development, due diligence, technical infrastructure.

 


Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact the Mid-Hudson SBDC to make arrangements: (845) 802-9150 or sbdc@sunyulster.edu. Services are extended to the public on a nondiscriminatory basis.


RSVP

Please let us know your top financial management concerns in the comment box.


Tue, Dec 7, 2021

5:30 PM – 7:00 PM

BEAHIVE Newburgh
109 S William St, Newburgh, NY

Add this event to your calendar: iCal


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