Friday, December 14, 2012

PAST: WORKSHOP: "Money Management for Small Business Owners" with Joseph Leitmann-Santa Cruz from CAAB at the WACIF Office on Rhode Island Ave NE on SAT, Dec 14th from 12:00pm - 2:00pm, Free

"Money Management for Small Business Owners: Best Practices to Achieve Financial Independence" with Joseph Leitmann-Santa Cruz at the WACIF Office on Rhode Island Ave NE
Saturday. December 14th
12:00pm - 2:00pm
Free, RSVP requested to

During this 2-hour long course with Wealth Management & Investment Management Professional, Joseph Leitmann-Santa Cruz (who recently started working with Capital Area Asset Builders (CAAB), a great DC-based organization that I have personally worked with and highly recommend) will review the basics of personal financial planning: budget management, risk management, tax planning, retirement planning and investment management. He'll focus on the hierarchy of personal financial goals; create an inventory of critical documents we all need to have and manage; and, review a list of short-term and long-term financial goals. Moreover, we will also review best practices and focus on how you can create a road map to work towards achieving your personal financial goals. Learn more about Joseph and the staff at CAAB here.

WACIF (Washingon Area Community Investment Fund) Offices
2012 Rhode Island Ave NE
Metro: bus access from metro, please see metro trip-planner for best bus options

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