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Financial Planning for Business

  • Jun 25, 2013 · 7:00 PM
  • This location is shown only to members

This is a MUST attend event! Not only for our guest speaker, Mr. Scott Walloch, but also for the location at Northside Social in Broad Ripple!

Come and meet Mr. Scott Walloch with HK Financial Services. Mr. Walloch is a Senior Financial Advisor for HK Financial Services. He works directly with CPA’s to assess the financial situations of their clients and he also develops strategies to create, protect and transfer wealth through the implementation of insurance and investment vehicles. Mr. Walloch has earned his Bachelor of Science Degrees in Accounting and Marketing from the Valparaiso University. Mr. Walloch is a Certified Public Accountant (CPA) and has earned the CERTIFIED FINANCIAL PLANNER™ certification. Check out HK Financial Services's website:http://www.hkfs.com/HomePage.aspx.

Mr. Walloch will focus on decisions made within your business and personal financial lives.  He will provide an illustration of decisions faced by two business owners over their careers, as well as provide insight on debt management, saving for future goals, retirement plan opportunities, risk management, and business planning.  The presentation will be interactive with Mr. Walloch providing client examples.

Northside Social is a fantastic dinning experience and the food is delicious! Check out their website prior to arrival so you have a good idea of what you might like to order. http://northsidesocial.com/. Please bring funds to cover your dinner and beverages.

Also, this is a $5.00 event. So, please make sure to bring your $5.00 bill. If you attended our last Meetup in May (I have a list of names) and you paid $5.00, your fee is waived for this event or a future event with Entrepreneur Mastermind: Minding Your Business.

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  • Joel

    Not going to make it this month. See you next month!

    June 19, 2013

    • Matt

      Joel, see you in August. Maybe we can grab a lunch before then.

      June 21, 2013

  • Tracy

    I've a conflict. Hope to make the next one.

    June 17, 2013

    • Matt

      Thank you, Tracy for the info. I hope all has been going great for you! Any updates on your gig that I can provide to the group?

      June 17, 2013

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