Denver South Chapter - Presenters Laura Olmedo and Paul Heffner

This networking group is geared EXCLUSIVELY towards B2B Networking.
Join us for this monthly event, held (usually) on the last Monday of every month, to build your network, bounce ideas off other motivated B2B professionals, and learn something new!

***We have a new meeting location***
Benedict's Restaurant
8181 E. Arapahoe
Greenwood Village, 80112

Attendees are encouraged to arrive 10 to 15 minutes early to order their meal and do a bit of networking before the meeting starts.

Our first presenter is Laura Olmedo of the Stellarix Group, a MassMutual Firm

Title: "How Life Insurance Helps Business Owners Protect What They've Built"

Presentation Description:
Building a successful business takes years of hard work, but many business owners overlook the financial risks that could arise if an owner, partner, or key employee unexpectedly passes away.

This presentation explains how life insurance can be used as a strategic business planning tool—not just personal protection—to help safeguard a company's future.

Attendees will learn how life insurance can support business continuity, fund buy-sell agreements, protect against the loss of key employees, cover business debts, and help attract and retain valuable employees.

The presentation will also identify the types of business owners who benefit most from these strategies, helping referral partners recognize opportunities to connect business owners with solutions that protect both their businesses and their families.

Laura Olmedo is a Financial Advisor with The Stellarix Group who specializes in helping business owners protect what they've built through life insurance and strategic financial planning.
Her mission is to educate clients and develop customized solutions that help safeguard their businesses, families, and financial futures.

Whether planning for business continuity, key person protection, buy-sell funding, or personal wealth preservation, Laura works closely with business owners to create strategies aligned with their long-term goals.

With more than 26 years of experience in the financial services industry, Laura holds her Series 6, 7, and 63 securities licenses.

Prior to joining The Stellarix Group, she held positions with New York Life, Voya Investment Management, Invesco Funds Group, and MetLife, where she gained extensive experience in insurance, investments, and retirement planning.

Our second presenter is Paul Heffner, CEO of Financial Pals

Title: "How to Automate Accounting"

Presentation Description
We will discuss how to reduce manual accounting tasks including AR (Recurring Payments and Reminders), AP ([Bill.com](http://bill.com/)), Hourly invoicing, Classifying transactions with Rules and reconciliations.

We will also discuss how we are using Claude Cowork including the difference between chat and agents, and some of our most valuable use cases including determining pricing for new customers and improving firm profitability.

Paul's bio:
Paul is the CEO of Finance Pals, a company that helps startups, small businesses and non profits automate accounting, decrease taxes and increase profits.

Paul loves numbers, business and helping people so he started Finance Pals over 10 years ago. He has helped over 500 CEO’s understand their finances and grow into amazing companies.
Finance Pals provides bookkeeping, tax, and fractional CFO services.

Guests are always welcome! No cost to attend our engaging meetings. However, we do ask that you support our host location by purchasing the lunch of your choice.

Please ignore the hyperlink below.


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