7 May 2020

360º Series: Small Business Panel Discussion

Live Webinar: Tuesday, May 12 at 11:00 AM

 

What are other small business owners doing in the current economy? How can you stay nimble, relevant, and engaged? Pick up some tips for your business on how to navigate through this pandemic.

The 2nd webinar in our business panel series features a savvy group of small business owners coming together to share:

  • How the pandemic has propelled businesses to be more creative
  • New tools or alternative business methods to stay profitable
  • Top lessons learned from this experience
  • What businesses would do differently if there was foresight to prepare
  • Pros + cons on how business has shifted moving forward
  • How stimulus funds helped or hindered business operations

Be sure to join us for this important discussion and ask questions directly to our panelists in this live webinar. If you’re unable to attend, sign up now to receive the recording after the webinar to view it at another time.

Featured Panelists

Stu Steinberg, CFP, CPA, MBA and owner of Erock Tax, will moderate the discussion, highlight loan programs, and present effective tax + financial planning strategies to find opportunities in the midst of challenging times.

Nancy Batista-Caswell, managing director + proprietor of Ceia Kitchen + Bar, BRINE, Oak + Rowan, will give an overview on how restaurants have had to modify culinary experiences and pivot in unforeseen ways to keep business going.

Zach Field, owner and instructor at ZFDM drums and music studio, will share how the studio found opportunity in providing virtual lessons, and how they were able to keep kids and adults inspired through music during difficult times. Who knows, maybe he’ll play a tune or two!

Kim Lively, owner of Edit Style Lounge and Meraki, gives us the retail side of business and what steps nonessential stores are taking to combat limitations and stay engaged with customers while physical stores are closed.

Jeremy Kirkpatrick, owner of Grand Trunk Wine, gives us a virtual taste of the wine and artisanal market business; how the pandemic may change business moving forward; and new business models for keeping business going.

If you have any questions, please call our office at (781) 247-5569, text the office line at (781) 790-4504, or email me at stu@erocktax.com.

 

 

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About Stu: With more than 30 years of experience as a tax professional, Stu Steinberg brings a broad depth of knowledge to his work with his clients. Stu founded Erock Tax to help provide tax and financial planning strategies to individuals, families and small businesses and is passionate about empowering his clients through education about their money health. Stu is highly energetic and brings a sense of optimism, creative problem-solving and a deep level of commitment to every Erock client.

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