Best Practices for Financial Health and Retirement Planning for Self-Employed Mental Health and Wellness Professionals

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Are you a self-employed mental health or wellness professional seeking to enhance your financial health and secure your future? Join us for an exclusive, in-person learning event tailored to your unique needs. Gain valuable insights into retirement planning and effective money management strategies to ensure the longevity and sustainability of your business.

Event Details:

  • Date: Friday, September 13, 2024

  • Time: 10:15 am - 11:45 am

  • Location: Back room at Fantes Coffeehouse - 2501 Grinstead Dr, Louisville, KY 40206 (drinks and snacks available for purchase)

  • Fee: $10 + processing fees per person (registration prior to event required as space is limited) REGISTER NOW

Highlights:

  • Expert Guidance: Learn from an experienced financial advisor who will share their educational knowledge and expertise.

  • Retirement Planning: Discover the best options and strategies for saving for retirement tailored to the unique needs of self-employed professionals.

  • Money Management: Gain practical tips on managing your finances to ensure the growth and sustainability of your practice.

  • Future Preparedness: Understand how to set yourself up for a secure and prosperous future while maintaining a successful business.

  • Networking: This event is not only designed to empower you with the knowledge and tools you need to achieve financial stability and plan for a secure future but also to provide a networking opportunity to meet other mental wellness professionals in Louisville, KY.

Who Should Attend:

  • Self-employed mental health therapists

  • Self-employed wellness professionals (coaches, hypnotherapists, nutritionists, etc.)

Speaker Details:

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Our speaker for this event will be Nick Whitmer, CFP® (Certified Financial Planner). Nick has dedicated 12 years to the financial services industry, with most of those years spent as a senior financial advisor at one of the largest financial planning and advisory firms in Kentucky. Recently, Nick transitioned from a salaried role to building his own client relationships as an independent financial planner with Guidance Capital. He and his wife, Anna, live in Louisville with their baby daughter, Ellis, and their circus of pets. Nick is passionate about helping individuals and families align their money with their values and goals, making him an ideal guide for this informative session.

Register Today:

Don’t miss this opportunity to invest in your professional and personal financial health. Secure your spot by registering today. Spaces are limited. Register here.

For more information, please contact Shannon at shannon@bmindfullouisville.com.

Please note: No CEU credits will be provided for attending this event.


Have additional questions? Feel free to message me and ask!

I’m Shannon, a professional counselor, that understands the importance of having a safe space to practice in, consulting, networking, having a solid referral list, and being around other like-minded professionals.