How Does Your Personal Budget Fit with Your Small Business Planning 

Small businesses and their owners are entwined in almost all aspects. In order to ensure both the business and the owners can thrive, budgeting both business and personal expenses is an essential building block. This workshop seeks to provide guidance on balancing the push and pull between personal and business expenses on a business owner's budget.

• Categorize and prioritize expenses

• Map out and project annual/monthly expenses  

• Understand how to use the tax code to your advantage as a small business owner for everyday and one-time expenses

• Segment one's personal savings from business reserve and savings

Presenter: Jeffrey Costa

Jeff is an Assistant Vice President and Trust Officer at First County Advisors, the Wealth Management Division of First County Bank. Jeff has financial planning experience since 2009 and joined First County Advisors in 2016. He is responsible for providing financial planning, trust services and investment management services to clients. He is also a liaison with retail and business banking to monitor and serve prospective and current customers. Jeff helps clients identify strategic opportunities for growth as well as hedging strategies for their portfolios. Jeff also understands the unique challenges facing today's wealth management customers and works with individuals and families to provide the right solution for each situation.