Workshop: Join us August 20 for investing and financial planning as a vintage shop owner
Certified Financial Planner Crystal Kelly joins the Vintage Sellers Community August 20 for a session all about allocating your shop profits to reinvest in yourself, your business and your future
Whether you are a full-time seller or a part-time seller, planning for your financial future is important.
We've talked about managing cash flow before in the VSC — so once you get that cash flow going, where should you be putting the money?
Back into your shop, yes — but also into savings and investments. Less fun than spending on inventory for sure, but these investments won't only benefit you later in life on some far-off day. They'll also help you as a small business owner.
We often think about saving and investments as far-off things that we will deal with later, so I'm excited to bring in Crystal Kelly, Certified Financial Planner® and founder of Amani Financial Inc., to talk to the Vintage Sellers Community about bringing it into the here and now.
Investing & Financial Planning When You're Running a Small Shop
Tuesday, August 20, 2024
2 pm ET/11 am PT
On August 20, Certified Financial Planner® Crystal Kelly will join the Vintage Sellers Community for a helpful session geared toward independent vintage sellers on planning for your financial future.
Continued below
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Crystal has 17 years of experience in the financial services industry.
The primary mission of her independent financial planning practice, Amani Financial Inc., is to guide specifically women to financial independence so that they can break the cycle of financial chaos and bring peace of mind to their lives.
She covers financial planning in the areas of cash flow management, investment planning, retirement planning, estate planning, insurance and risk management, tax planning and small business financial planning.
Crystal also frequently hosts financial wellness workshops and speaks on topics related to financial planning. She's earned her 3H Financial Planning Certificate through FP Canada, which focuses on the human, holistic and honest components of financial planning.
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What to expect in this session:
- Addressing your financial mindset when it comes to your shop
- How to set saving and investing goals — what’s the magic number?
- Traditional investment vehicles — types and their best uses
- Investment vehicles available only to business owners — types and their best uses
- Investment asset classes – how to build a small portfolio
- Retirement planning
- Government benefits in retirement
- A takeaway to do your own financial wellness assessment
Join us over your lunch, breakfast or break and bring your questions for Crystal!
Interested in attending this session?
You can join the Vintage Sellers Community here — you’ll get access to this live event and recording in perpetuity, replays of all our past events, our private members-only discussion boards, and exclusive content.
Already a member? Log in and RSVP.
