Double Duty-Balancing Business and Personal Finances – Presented by Truist- Sept 9th – 12 P

Truist Small Business Invitation – Sept 2021

Thurs, Sept 9  |  12 pm EDT OR

Fri,  Sept 10    |  8:30 am EDT

(two alternating one-hour sessions) 

Small business owner business and personal finances are tightly linked – 91% of owners say recent business pressures and cash crises have affected their personal finances.* Finding financing for business growth and recovery, shielding personal finances from business cash shortfalls, and protecting owner resources are top priorities. Join us to learn about strategies for the dual task of managing personal and business finances.

Double Duty-Balancing Business and Personal Finances:
Small business owner business and personal finances are tightly
linked-91% of owners say recent business pressures and cash crises
have affected their personal finances.* Finding financing for business
growth and recovery, shielding personal finances from business cash
shortfalls, and protecting owner resources are top priorities. Join us
to learn about strategies for the dual task of managing personal and
business finances.

Featured Speakers
Michael Skordeles, AIF®
Senior U.S. Macro Strategist
Portfolio & Market Strategy
Truist Advisory Services, Inc.
Victor G. Santiago, J.D., LL.M.
Senior Vice President
Advice & Planning Strategist,
Business Advisory Services
Truist Wealth
Kimberly Dorsett
Executive Vice President
Branch Banking Marketing Executive
Alabama/Florida Market
SunTrust now Truist
Thursday, September 9, 2021
12-1 pm EST
Or
Friday, September 10, 2021
8:30 – 9:30 am EST
Hosted by:
David Hiller
Small Business Segment & Product Director
SunTrust now Truist