Join financial planner Michelle Davis, CPA, and the Financial Planning Networking Group on Tuesday, October 17 from 12:00 – 1:00 pm for an event on navigating financial security while dealing with higher-than-normal inflation. This informative and actionable presentation delves into the intricacies of high inflation’s impact on your purchasing power, savings, and investments. It is designed to empower individuals, DIY investors, and small business owners during a time of higher-than-normal inflation.
For individuals and families, including DIY investors, Michelle offers concrete strategies, including cash flow planning and how to diversify investments to combat high inflation. For small business owners, Michelle delves into a business’s cash flow, supply chain, and sales strategies. Real-world case studies will illustrate these strategies in action, revealing their effectiveness in mitigating inflation’s effects.
Join us for this engaging presentation, where expert advice meets practical solutions. Leave equipped with the knowledge and tools needed to navigate high inflation confidently and secure your financial future. Don’t miss this opportunity to bolster your financial resilience and thrive amid this economic challenge.
The Zoom access link will be provided in the confirmation email. This event is planned and hosted by NCACPA’s Financial Planning Networking Group. *This is a non-CPE event
To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352.
About the speaker:
Michelle Davis, CPA, Candidate for CFP® Certification
After reinventing herself and pursuing career #3, Michelle Davis is following her passion to empower people with their money by providing financial and tax planning services at Trillium Square Advisors, a Raleigh based RIA. Michelle’s previous careers were in hospitality and traditional accounting, including nearly 10 years serving North Carolinians as a Revenue Field Auditor with the NC Department of Revenue. She is an active volunteer with the NC Council on Economic Education (NCCEE) and the NCACPA Financial Planning Networking Group. Michelle is currently pursuing the Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS) certifications, having passed the November 2021 CFP® Exam, and she is Series 65 licensed.
Questions? Please contact NCACPA Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.