About the Workshop

This webinar is taught by Vaishali Shah, 

MT, MBA, CFP® PROFESSIONAL

Launching a Venture? Optimize your Financial Resources




Note: The replay of this webinar  will be available to you for 60 Days after purchase.


What will this course be all about?

• Setting Your Intention—Full-Time Entrepreneur or Income Diversification?

• Power of Income Diversification

• Intentionally Deploying your Resources—Time, Energy, and Money

• The Nuts and Bolts of Financial Projections—Establishing a Sound Financial Plan

• Tracking Your Mileposts—Measuring Success and Adjusting the Plan


OUTCOMES:

Are you thinking about starting a new business? Are you feeling a range of emotions from exhilarated to terrified? 

Are you unsure of the lifestyle and financial implications of such a venture?

After participating in our 1 -hour session, you’ll have an understanding of:

• How to set an intentional purpose for your venture.

• How to effectively deploy your time, energy, and money to incorporate this endeavor into your life vision.

• How to concretely evaluate the financial aspects of launching and growing your business.

• How to measure your business’s progress and success.


When

This workshop will include a 35 minute pre-recorded seminar from Vaishali Shah.

On 08/28/23, we'll have a 30-45min Live Q&A at 8pm ET. (7pm CT, 6pm MT, 5pm PT)


Who is Vaishali Shah?

Vaishali combined 20 years of teaching and financial services experience into Copper Seed simplifying money for families and entrepreneurs through financial education, planning, and coaching. 

She holds a BA in Biology from the University of Virginia, a Master of Teaching degree from Virginia Commonwealth University, and an MBA from Wake Forest University. She is a CFP® and CAP® Certificant and is a Lecturer in Finance at the Martha and Spencer Love School of Business at Elon University.


What You Need to Participate

  • Computer or smartphone and internet connection 
  • Zoom downloaded onto your computer or smartphone


Need some help? Get in touch with us!

Course curriculum

    1. Webinar Overview

    2. COMPLETE ME FIRST! RELEASE FORM - REQUIRED TO PARTICIPATE

    1. How to use this course

    2. Before we begin...I'd love to get to know you!

    1. Watch this BEFORE the Live Call on 08/28/23.

    2. Zoom Webinar Link

    3. Video Recording (will be available 1-2 days after the Live Call)

    1. Vaishali Shah Contact Information

    2. Book a FREE Discovery Call

About this course

  • $25.00
  • 9 lessons
  • 1 hour of video content

Upsells

  • $25.00

    Legality of Wellness in Healthcare

    This special 1 hour webinar tackles the challenging topic of practicing wellness as a healthcare provider. We have invited a special guest, Gwen Simmons. She is both a PT and an attorney, so she is uniquely positioned to help healthcare providers.
    Buy Now

Coming soon!

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