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Planifica Tus Finanzas con Miras Hacia tu Futuro

PLANIFICA TUS FINANZAS CON MIRAS HACIA TU FUTURO

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 14, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

"Planifica Tus Finanzas con miras hacia tu Futuro" es un taller orientado a brindar a los participantes las herramientas y estrategias necesarias para organizar su situación financiera actual, con el objetivo de construir un futuro económico sólido y estable. Entender y manejar adecuadamente nuestras finanzas personales y empresariales puede hacer la diferencia entre un futuro lleno de incertidumbres y uno donde se cumplan metas y sueños.

Objetivos de Aprendizaje:


  • Practicar la realización de un diagnóstico claro de su situación económica actual, identificando ingresos, gastos, deudas y activos

  • Definir objetivos financieros de corto, mediano y largo plazo; dar ejemplos de métodos y técnicas para construir un plan financiero sólido

  • Describir cómo planificar de manera inteligente y adecuada para cada perfil y objetivo financiero, siempre con la vista puesta en el futuro

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Qbenespanol

Vanessa's superpower is to inspire Hispanic entrepreneurs to create a living legacy with their businesses by combining strategic plans, bulletproof processes, and strong finances with their passion and material talent. Destroying the kryptonite of small business, which is the lack of knowledge, Vanessa presents the correct tools and methods for businesses to grow and expand. Her main focus has always been helping business owners streamline their financial management processes through education and the application of technology.

As a Latina Entrepreneur for more than 17 years and Wonder Mom, Vanessa recognizes the importance of providing learning opportunities and financial solutions for the rapidly growing Spanish-speaking small business community. She received the prestigious award of Top ProAdvisor of the Year for her expertise and certifications. She is the creator and producer of Conferencia F.I.T., a conference on Finance, Innovation, and Technology for the Hispanic Community. Content Creator for the Firm of The Future, CPA Academy, Insightful Accountant, and Intuit Trainer Writer Network member. Named Top App-Ologist for the Top 100 ProAdvisors. Advanced Certified ProAdvisor on QuickBooks Online and QuickBooks Desktop.

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As the owner of Accounts Pro and CM Accounting Solutions, Inc. for over 25 years, I have dedicated myself to providing exceptional accounting services and transformative business coaching. My commitment to continuous growth has been the cornerstone of my business’s success.

Early on, I recognized the need to empower the Spanish-speaking community in financial literacy. Through seminars, my online bookkeeping academy, and valuable content, I’ve shared my expertise and helped entrepreneurs thrive.

Being a thinking partner to my clients and students is an honor. I strive to build lasting relationships based on trust, guiding them through their entrepreneurial journeys with innovative solutions.

In addition to my professional work, I’ve had the privilege of speaking at events like Scaling New Heights and QuickBooks Connect and serving as an educator for CPA Academy and Latino Tax Fest.

Outside of work, I find joy in being a grandmother, mother, and wife. I also prioritize my health through CrossFit, ballroom dancing, hiking, and yoga. Growth, contribution, and building meaningful relationships define my life.
 

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