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Free cpe webinars
Planifica Tus Finanzas con Miras Hacia tu Futuro

PLANIFICA TUS FINANZAS CON MIRAS HACIA TU FUTURO

Available Date(s)
Monday, October 14, 2024: 6:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

"Planifica Tus Finanzas con miras hacia tu Futuro" es un taller orientado a brindar a los participantes las herramientas y estrategias necesarias para organizar su situación financiera actual, con el objetivo de construir un futuro económico sólido y estable. Entender y manejar adecuadamente nuestras finanzas personales y empresariales puede hacer la diferencia entre un futuro lleno de incertidumbres y uno donde se cumplan metas y sueños.

Objetivos de Aprendizaje:


  • Practicar la realización de un diagnóstico claro de su situación económica actual, identificando ingresos, gastos, deudas y activos

  • Definir objetivos financieros de corto, mediano y largo plazo; dar ejemplos de métodos y técnicas para construir un plan financiero sólido

  • Describir cómo planificar de manera inteligente y adecuada para cada perfil y objetivo financiero, siempre con la vista puesta en el futuro

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Qbenespanol

Vanessa's superpower is to inspire Hispanic entrepreneurs to create a living legacy with their businesses by combining strategic plans, bulletproof processes, and strong finances with their passion and material talent. Destroying the kryptonite of small business, which is the lack of knowledge, Vanessa presents the correct tools and methods for businesses to grow and expand. Her main focus has always been helping business owners streamline their financial management processes through education and the application of technology.

As a Latina Entrepreneur for more than 17 years and Wonder Mom, Vanessa recognizes the importance of providing learning opportunities and financial solutions for the rapidly growing Spanish-speaking small business community. She received the prestigious award of Top ProAdvisor of the Year for her expertise and certifications. She is the creator and producer of Conferencia F.I.T., a conference on Finance, Innovation, and Technology for the Hispanic Community. Content Creator for the Firm of The Future, CPA Academy, Insightful Accountant, and Intuit Trainer Writer Network member. Named Top App-Ologist for the Top 100 ProAdvisors. Advanced Certified ProAdvisor on QuickBooks Online and QuickBooks Desktop.

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As the owner of Accounts Pro and CM Accounting Solutions, Inc. for over 25 years, I have dedicated myself to providing exceptional accounting services and transformative business coaching. My commitment to continuous growth has been the cornerstone of my business’s success.

Early on, I recognized the need to empower the Spanish-speaking community in financial literacy. Through seminars, my online bookkeeping academy, and valuable content, I’ve shared my expertise and helped entrepreneurs thrive.

Being a thinking partner to my clients and students is an honor. I strive to build lasting relationships based on trust, guiding them through their entrepreneurial journeys with innovative solutions.

In addition to my professional work, I’ve had the privilege of speaking at events like Scaling New Heights and QuickBooks Connect and serving as an educator for CPA Academy and Latino Tax Fest.

Outside of work, I find joy in being a grandmother, mother, and wife. I also prioritize my health through CrossFit, ballroom dancing, hiking, and yoga. Growth, contribution, and building meaningful relationships define my life.
 

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Qbenespanol
QuickBooksEnEspanol.com esta aqui para Ayudar a los usuarios de QuickBooks Desktop y QuickBooks Online a resolver sus problemas y salir adelante con su empresa.

Preparate para de una vez y por todas desarrollar tu emprendimiento contable de la mano de QuickBooksEnEspanol.com. No mas frustraciones ni atrasos. No mas reportes erroneos ni procesos sin sentido.

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