Wondering about your 2024 financial goals as a small business owner?
Whether you're just starting out or have been in business for a while, financial queries often arise. Questions like:
- Do I need a CPA and a bookkeeper? What sets them apart?
- The bank mentioned an operating agreement. Is that crucial?
- LLC or a different business registration—how do taxes differ?
- What’s the difference between a single member LLC and a multi member LLC?
- Can I handle initial business paperwork on my own?
- Changes in ownership—what financial paperwork is involved?
- Contingency plans—what happens to the business in unforeseen circumstances?
- How do I plan for retirement as a business owner?
- How do I build my financial team of advisors that communicate with each other?
- How can my business take care of me (and not just my expenses)?
- What are the local financial resources in Lakewood that can assist me?
Panel Participants
Moderator: Steve Meka, owner of STEM Handmade Soap
Michael Daso
Financial Advisor
Michael, a seasoned Financial Planner with over 25 years of experience since entering the field in 1995, has dedicated over 22 years to Equitable Advisors, his current broker-dealer. His focus revolves around guiding professionals, small business owners, and retirees in aligning their personal goals and objectives through meticulous financial planning. Holding a Series 7 securities registration alongside life, health, and variable products licenses, he earned his Chartered Financial Consultant (ChFC) designation from The American College in 2000. Recognized in his company's Hall of Fame, Michael, a Denison University graduate with dual majors in Mathematics and Economics, resides in Lakewood, Ohio. Engaging actively in community service, he contributes as a Board of Directors member for the Beck Center for the Arts in Lakewood, following his prior roles as a board member and Chair for the Lakewood Historical Society and the Lakewood Chamber of Commerce, respectively. During leisure moments, he delights in running with his wife of 25 years, Amy, and partaking in disc golf and board games with their four children.
Patrick J. Ertle
Attorney
Patrick J. Ertle, an attorney with over 30 years of experience in Ohio, specializes in business transactions, the nonprofit sector, and estate and succession planning. His expertise particularly shines in aiding businesses to craft robust succession plans ensuring seamless transitions and strategic outcomes. Residing in Lakewood with his wife Susan, Patrick finds joy in family moments with their four children and four grandchildren, while also nurturing a shared passion for travel.
Kevin Patno,
Certified Public Accountant
Kevin, a CPA and partner at Devries, Trifiletti & Loy, Inc. (Westlake), boasts 12 years of expertise in tax accounting. Specializing in aiding small to medium-sized businesses and individuals, he offers an array of services encompassing bookkeeping, payroll, financial statement preparation, tax planning, and tax preparation. His passion lies in collaborating closely with clients to devise effective tax strategies that curtail overall tax burdens. While currently residing in Rocky River with his wife and two children, he hails from Lakewood, having graduated from Lakewood High School. His academic journey led him to attain an undergraduate degree in finance from The Ohio State University and a Masters of Accountancy from Cleveland State University. Beyond tax season, Kevin relishes family time, sports, movies, and exploring new destinations through travel.
When is the next time you will get the opportunity to speak with a CPA, an Attorney and a Financial Advisor for FREE?
Presented by the Lakewood Chamber of Commerce in partnership with The City of Lakewood.
Sponsored by: Equitable Advisors, Lakewood
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Small Business Education Series: Unlo...
Date and Time
Wednesday Jan 10, 2024
9:00 AM - 10:00 AM EST
Wednesday, January 10, 2024
Registration 8:45
Program: 9:00- 10:00 am
Q&A: 10:00-10:30
Location
Lakewood Public Library - Multipurpose Room
15425 Detroit Ave.
Lakewood, OH 44107
Enter from the Arthur Avenue side entrance. Parking available in the back Library lot and on the street.
Fees/Admission
Free to attend, registration required.
Website
Contact Information
Lauren Small
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