As you may have heard, Casler Financial is hosting monthly zoom Q & A's this summer to answer your questions and give you an opportunity to meet with other professionals that we work closely with.
In June, Erin Turco with EVT Consulting joined us to talk about the importance of keeping good books and records when you are a small business owner. We had some great discussions, and attendees had some really good questions for us. You can watch the recording here:
July's guest was Laura Donaldson, a local attorney specializing in debt related issues. We talked about student loan debt, medical debt and tax debt and the different options that are available. If you missed it, you can catch the recording here:
Next month, on August 13th, I'm excited to be chatting with Stephanie Peck of Pex Real Estate. Stephanie has a passion for community and a commitment to excellence, and we both believe that real estate can be such a great investment tool, for building wealth and saving for retirement. Â
Stephanie doesn’t just sell houses; she acts as a trusted advisor and advocate for her clients throughout the entire buying or selling process. Whether you’re a first-time homebuyer, a seasoned investor, or looking to downsize, Stephanie provides personalized guidance and expert advice tailored to your unique needs and goals. She takes the time to listen to your concerns, answer your questions, and ensure you feel empowered and informed every step of the way.Â
Beyond the transaction, Stephanie is a lifelong resource for her clients, providing ongoing support and assistance long after the keys have been handed over. Whether you need recommendations for local contractors, advice on home maintenance, or insights into market trends, Stephanie is always just a phone call away.Â
I'm really excited to have her join next month's Taxing Subjects zoom, and I hope you will join us! If you have ever thought of buying a home or investing in a short or long term rental, this is a great opportunity to gain valuable information from trusted professionals (for free!) We will even discuss creative ways to make home buying a reality if it seems out of reach.
Click the link to register and mark your calendars for Tuesday, August 13th at Noon. If you can't attend live, I encourage you to register anyway and we will send you a copy of the recording.
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