Join Josh, Robert and Terrell from Unity Financial & Insurance Group, as they share their knowledge and expertise to help you plan and avoid costly mistakes in your business. This workshop will focus on helping Business Owners manage their finances more efficiently by identifying common mistakes associated with working capital, debt management and operating cost.  

Josh Sotolongo, a former mathematics and finance educator, focuses on ensuring that his clients understand the “why” regarding their personal financial strategy. By ensuring that clients are well versed on reasoning, need, and timing of implementation, Josh’s goal is to empower his clients to make decisions that positively impact their lives.

Robert Houle, brings many years of experience in the business market specializing in employee retention, business succession, qualified plan implementation and servicing. In the family planning market, Rob has focused on his “Blue Print” theory which lays out a road map for individuals and families as they travel through life.

Terrell Joyner, a Connecticut native, and Western MA graduate puts his passion at the forefront of his practice. He has successfully been able to help business owners find solutions for their financial concerns and in the implementation of strategies that grow and expand their business. In his personal planning practice, he has focused on educators.

For more information on Josh, Rob & Terrell go to their  website.