LUTZ BUSINESS INSIGHTS
Women’s Financial Literacy Webinar Series
Financial Management & Privacy Best Practices
8.9.23 | 11:30AM – 12:30PM | Webinar
Reviewing your financial assets, day-to-day activity, and security practices should be done continually, especially with constant technological advancements. In this webinar, Lutz experts Erin Baas, Lauren Harris, and Jessica Murray will cover financial best practices and tips to protect your personal information.
- Financial Basics – Bill Pay, Account Management, Investment Tracking
- Privacy and Information Safety Tips
- Technology Considerations
Who Should Attend: HIGH-NET-WORTH SPOUSES
Seminar Level: Beginner
What is an elective pass-through entity tax (PTET), and how does it help in financial planning? Many states have enacted legislation…
Every business needs to keep track of its finances – whether a budding startup or a massive corporation. The answer lies in using KPIs…
Here are the top staffing trends for 2023! The unemployment rate in the US dropped to 3.5 percent in December 2022, falling below…
SIGN UP FOR OUR NEWSLETTERS!
We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.