Business Planning for Practitioners. How to Grow A Successful Business.
In order to make your healing practice the success that it can be, your energies need to be laser focused on your business. As a practitioner, the more you can focus on adding modalities, travel/rejuvenation, and your own physical well-being, the more clients you can treat (or work less and raise your prices).
As financial specialists helping NYC practitioners what tends to suffer is personal retirement planning, cash flow and protection decisions. Join us on January 11th as we take a deeper dive into how every financial decision you make, not only impacts that one area, but also every other area of your life.
This is a class with the intention of you leaving with a better understanding of how your financial world effects your practice. The format will be structured, yet open for conversation and Q and A.
To get the most out of this course, we advise bringing your laptops or having access to the following information...
- 2015 tax returns/estimated 2016 tax returns
- balances of any retirement accounts
- your method of tracking income and expenses
- Knowledge of protection policies (health insurance, life insurance, disability income insurance)
*This information is not required but strongly suggested to get the most out of the workshop
Class Date: TBD
Class Time: TBD
Location: Modrn Sanctuary | 12 West 27th Street, 9th Fl
Hosted By Gretta Zutz
Gretta Zutz was born in Manitowoc Wisconsin and spent her teen years traveling as a professional ballerina. After attending college on a Dance Scholarship she needed to find something to "fall back on" and after meeting her own financial advisor in 2006 she found her second career in life, helping business owners understand the power behind their finances. Now in the Financial Services as her own boss for the past 5 years she is celebrating a year at her dream firm, National Financial Networks. Currently LHA licensed, 6 & 63rd she has received awards such as President's Council, Client Builder Diamond and sits on the board of Women in Financial Services and BNI Chapter 36. .