Details
Date:

June 1

Time:

12:00 pm - 01:30 pm

Click to Register: https://www.eventbrite.com/e/integrated-business-personal-financial-planning-tickets-1987648772986
Organizer

TCTX Thrive 3.0

Website: https://www.eventbrite.com/o/tctx-thrive-30-120911560441
Learn how to align your business and personal finances with Howard Douglas III, CFP®, Founder and Financial Advisor at Douglas Capital Advis

Running a business isn’t just about revenue — it’s about how your business supports your life.

This interactive session will help small business owners connect their business finances with their personal financial goals in a clear and practical way. 💡

The workshop will be led by Howard Douglas III, CFP®, Founder and Financial Advisor at Douglas Capital Advisors, who will walk participants through a simple framework for making more aligned and sustainable financial decisions.

💡 What you’ll learn:

• How to align business cash flow with personal financial needs

• How to set clear financial priorities

• How to make smarter decisions around growth and spending

• How to pay yourself sustainably

• How to identify financial gaps between where you are and where you want to be

🎯 What you’ll gain:

A practical framework to manage your finances with more clarity, confidence, and stability.

🎤 Speaker: Howard Douglas III, CFP®

🏢 Founder and Financial Advisor at Douglas Capital Advisors