If you are long past the startup phase of your business, want to sustain and increase profits & cash flow faster, this executive series is for you.

Eligibility:

-Business Owners with revenue of $250k or higher

-Businesses that have 3 years of business taxes

-Businesses in good standing with the DCCA In this workshop you will gain a deeper insight into your business financials.

Speaker(s): Mariko Gordon, CFA, CFP® is a former $2.5 billion portfolio manager turned financial advisor and founder of Uzume, a firm helping business owners build confidence and clarity around money. Based in North Carolina, she blends deep investing experience with coaching, teaching, and the occasional hula.