Upcoming Events

Engage, Learn, and Grow with Our Upcoming Events

Welcome to our Events page, where you’ll find a curated list of upcoming opportunities designed to inspire and empower your business journey. From insightful workshops and seminars to networking events and specialized training sessions, our events are crafted to provide valuable knowledge and foster connections within the business community. Stay informed, enhance your skills, and connect with industry experts by joining us at our next event. Discover how we can support your growth and success through our engaging and educational events.

Check Out what is coming up below

Upcoming Events

September

17

2024

Free maximize Your Profits Workshop

Details:
Date: Click on the Registration Link for upcoming dates
Time:

Location: Add Location Address and details

About The Event:

What you will get from this workshop

  • 3 Secrets to systematically increase your business profits

  • 5 game-changing strategies you can implement right away.

  • 1 secret for charging more for your service.

Speaker / Facilitator:

David Potocki

September

17

2024

Name of the Event

Details:
Date: Enter Date
Time: Enter Time

Location: Add Location Address and details

About The Event:
Add in a Description about the event and consider SEO as well

Speaker / Facilitator:

David Potocki

Registration Link;: Add Link Here

September

17

2024

Name of the Event

Details:
Date: Enter Date
Time: Enter Time

Location: Add Location Address and details

About The Event:
Add in a Description about the event and consider SEO as well

Speaker / Facilitator:

David Potocki

Registration Link;: Add Link Here

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Discover how we've helped businesses just like yours achieve their financial goals. Our client success stories highlight real-world examples of how our comprehensive services have made a difference.

Rory

Owner, Frontline Property Management

"I have been working with David for the better part of two years and my business has grown tremendously. With his business knowledge and skills has help me identify numerous areas in my business that needed help."

Maria D.

"Very professional! Maria helped me with all my needs and questions. I’m very happy with her service and will trust her again in the future. Thanks so much for all you did."

Jonathon
Owner, JP Finishes

"Because David knows his numbers, he has helped my grow my painting business by over 250% in the last 3 months. He has helped my focus on the what's important and build on that. I highly recommend David to any business owner that is serious about growing their business."

Jared B.

"Very professional! Maria helped me with all my needs and questions. I’m very happy with her service and will trust her again in the future. Thanks so much for all you did."

Your Financial Navigator Blog

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Explore The Financial Navigator for expert insights and practical tips on managing your business finances.

Unlock the knowledge you need to drive growth and achieve lasting success.

Teaching Kids Financial Literacy is Important

7 Tips on How To Teach Kids About Finances

November 15, 20232 min read

7 Tips on How to Teach Your Kids About Finances

Teaching kids about finances is one of the most valuable life skills you can impart. Understanding money management early can set them up for a lifetime of financial success. Here are some tips to help you introduce your children to the world of finance in a fun and engaging way:

  1. Explain what money is and how it’s used. Use real coins and notes to make it tangible. Teach them the difference between things they need and things they want. Use everyday examples to illustrate this concept.

  2. Take them grocery shopping and explain how to compare prices and budget. Let them help with making choices within a set budget. Give them a small allowance and help them decide how to save, spend, and share it. 

  3. Start with a piggy bank for younger kids. Encourage them to save a portion of their allowance or money they receive as gifts. For older kids, open a savings account and show them how to monitor their balance and interest earned.

  4. Help them set small, achievable savings goals, like buying a toy. This teaches the value of delayed gratification. Discuss larger goals, such as saving for a big purchase or future education.

  5. Create a basic budget with their allowance. Show them how to allocate money for savings, spending, and sharing. Encourage them to keep track of their spending to understand where their money goes.

  6. Use board games like Monopoly or online financial games to teach money management in an entertaining way. Explore kid-friendly financial apps that teach money concepts through interactive activities.

  7. Demonstrate good financial habits in your own life. Kids learn a lot by observing their parents. Discuss family budgeting and saving goals. Show them how you make financial decisions.

Teaching kids about finances doesn’t have to be daunting. By incorporating these tips into everyday activities, you can help your children build a strong foundation for financial literacy. Start early, be patient, and watch them grow into financially savvy adults.


kids financial literacykids
blog author image

Maria Mejia

Maria is driven by a passion for helping others and a love for accounting that began in college. After excelling in her studies and gaining hands-on experience, she founded her own Accounting and bookkeeping firm to assist small businesses with their financial management. Maria’s dedication to understanding and applying financial principles empowers entrepreneurs to make informed decisions. Her expertise in financial advising helps businesses not only grasp their numbers but also leverage them for sustained growth and long-term success.

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