Crush Your 2024 – 2025 Money Goals Like a Boss with Katie Crismale-Marshall, Profit First for Tradies
The EOFY is just around the corner and it is time to take stock financially of 2023 – 2024.
Join Katie for a session stepping you through what you need to know and review so that you can start the 2024 -2025 FY year off on the right foot.
Katie will be sharing the checklist she uses for all her clients at this time of year to ensure they are armed with the right information to make the best financial decisions in the new year.
Learning Objectives: from this session, you will learn about:
- Understand the key financial areas you should be reviewing for the EOFY.
- Explore how you can create a simple checklist to use year after year to make this step easy every single time.
- Learn the hints, tips and and traps to ensure you can enjoy this process, making sure this is FUN
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