FINANCIAL THURSDAY (TWO PARTS) for Small Business Week
FINANCIAL THURSDAY for Small Business Week YOU MUST REGISTER TO ATTEND. Please indicate Part I, II or both.
PART I - HOW TO INVEST FOR YOUR FUTURE AS A SMALL BUSINESS OWNER
Riza Hernandez, Vice President for Wells Fargo Advisors
Riza seeks out investment strategies that align with client needs and values. Bolstered by the open architecture of Wells Fargo Advisors, she evaluates investment offerings relative to individual client return profiles, risk parameters, tax implications, and time horizons. She is rule-driven in her approach, adhering to the discipline conferred by regular rebalancing, asset class diversification, and robust analytics.
Riza provides wealth management strategies and services to non-profit organizations, private business owners, entrepreneurs, and families. Her practice is designed to promote client interests. Clients look to her to understand and integrate multiple priorities: family, business, community, and legacy.
PART II - MICROLOANS - WHAT ARE THEY AND HOW TO GET ONE
Naima McQueen is a Business Development Consultant at Working Solutions. Her role enables her to provide pre-loan support for entrepreneurs who are applying for Working Solutions loans through business plan review, financial documents review and overall, demystifying the loan process to make it more accessible.
Naima received from Mount Holyoke and continues to be involved as an active alumna in her alma matter community as well as in the national Coro and StartingBloc networks. She is committed to serving the communities that have provided life-changing experiences for her.