Home › Events › Innovation Portal

Mastering the Fundamentals: A Personal Finance Toolkit for Founders | A Get Started Workshop with Robert McAlister, Foundry Financial

This event has passed. Last held Tue Oct 27. See what's next at Innovation Portal.

About

Get Started: Pay Yourself First — A Personal Finance Toolkit for Founders

Our personal finances usually take a back seat to growing our business or leading our team. This interactive talk and workshop is designed specifically for founders navigating the overlap of business and personal finances. We’ll dive into best practices for systemizing and automating your money, so you can focus on growing your business.

Join Robert McAlister, WMCP® , Lead Advisor at Foundry Financial, for an interactive, hands-on workshop that finally puts you back on the balance sheet. Robert started his advisory practice after a career on Capitol Hill and time inside fast-growing startups, so he knows firsthand what it’s like when the business comes first. Today he helps entrepreneurs and self-employed business owners across the country build personal financial plans that work hand in hand with their businesses. You’ll walk away with practical frameworks and tools to get your money organized, automated, and working for you!

Read more

You’ll leave able to:

  • Build a simple budget around what matters most to you
  • Put your savings and bills on autopilot
  • Understand retirement options made for self-employed founders

Who it’s for: Founders, small business owners, freelancers, aspiring entrepreneurs, and the mentors who support them. No finance background needed!

What to bring: Your laptop, so you can start building your toolkit during the workshop.

Thursday, October 27th · 1:30 PM – 3:00 PM · Innovation Portal (snacks provided)

***Spots are limited so grab your tickets today***

At Innovation Portal

Downtown startup hub. Free street parking after 6pm.

Past dates

  • Tue Oct 27 · 1:30 pm · Innovation Portal