Small Business Study Hall Aug 2025

🖊️SBSH (Small Business Study Hall) is our monthly series for small businesses, start-ups, entrepreneurs and freelancers.

✅ This Month's Topic: Be Your Own Bank
Take Control of Your Money. Create Your Legacy.

Most people think they’re “set” when it comes to their finances—until they realize:
❌ They’re losing money to taxes, fees, and market risk
❌ They can’t access their savings without penalties
❌ Their retirement plans offer little flexibility or control

In this power-packed session, Wendy will show you how to unlock financial strategies the wealthy have used for decades—without relying on traditional banks or Wall Street.
You’ll learn how to:
✔️ Access your money without early withdrawal penalties
✔️ Grow your income safely—no market losses
✔️ Create a tax-advantaged plan for retirement
✔️ Build a personal financial system that works for you
✔️ Leave a legacy—without leaving a mess
Whether you’re just getting started or already have a financial plan in place—this session will open your eyes to new opportunities to secure, grow, and control your wealth.

🎁 BONUS: Every attendee receives a free gift and a complimentary “Become Your Own Bank” Custom Strategy Session.

💼 PRESENTED BY: Wendy Thompson
Local business owner with over 14 years of experience in the financial services industry and 20 years of senior sales expertise. Known for her ability to spark growth, generate income, and empower others with strategic wealth-building solutions.

🖊️ For the first 30 minutes, there is an open forum for getting to know fellow entrepreneurs, for networking, for resources, for information sharing, and for story telling. Local members of the community will be available for conversation and questions as well.

🖊️ This event is free, but registration is recommended. Light snacks and refreshments to be provided -- EtcCoworking.Space/SBSH/