Let's make your 2023 healthy, wealthy and wise! Join us on January 26th for for a glass of wine and some light bites as we learn the fundamentals of finance! We'll be joined by two experts who will be sharing their insights on how to set your business up for financial success in the new year. As a result of attending this event, you'll:
We encourage you to bring your profit and loss report and any balance sheets to help make this event more interactive. Our speakers will be able to provide their expert advice on how to navigate these documents with ease!
About the Speakers
Tonya Futrell is a Partner and oversees Client Accounting and Advisory Services for WellsColeman. In her role, she focuses over 19 years of experience on helping business owners make strategic financial decisions by assisting with and managing the accounting, bookkeeping, sales tax and payroll needs of our clients. She enjoys watching business owners do more of what they love once they no longer have to worry about the day-to-day accounting. She is passionate about helping clients put accounting and bookkeeping processes in place, leveraging technology to increase efficiency and provide timely information, and consulting with businesses on strategic financial management. Tonya has experience with multiple industries, including medical practices, professional services, veterinary practices, real estate, and not-for-profits.
Lauren Zangardi Haynes is the founder of Spark Financial Advisors, a company that provides expert fiduciary advice and guidance.
Lauren launched Spark in 2018 after twelve years in financial services. She knew she could create a more accessible space for people to talk about money and their lives while shifting the focus from purely managing wealth to managing and building wealth simultaneously.
There are two things Lauren loves about financial planning. The first is getting a call from a client who's achieved an important goal with the help of Spark - "we've hit our savings goals, we funded that retirement plan, we are ready to retire..." The second is when someone says, "I've never told anyone this but..." and then shares something very important with her and her team. She feels honored and touched by these experiences.
