Your Finance Instructors
Succession
Bio of Greg Pettys
By attending this class, you will receive a copy of Greg’s co-authored book, “The Smart Stepfamily Guide to Financial Planning”
Money issues are a frequent source of conflict in all businesses, but blended family businesses can be a monetary minefield. Debts, bills, and child support payments from previous relationships often influence the finances of a blended family business. And planning for college expenses, retirement, and inheritance (estate planning) gets even more complicated in remarriages that own a business. These issues can explode couple unity and blow-up developing family harmony.
However, proper blended family money management can make money an asset to your relationship and business, not a liability. The authors used over 50 years of combined financial planning and blended family educational experience to help you envision your combined financial future as a business and plan for how you’ll get there. You’ll discover practical ways to merge your current financial realities and protect your marriage and business while doing so.
Get real-world financial advice specific to unique blended business legal and relational matters so you can provide for your family both now and in the future.
Business Investments
Venessa was born and raised in South Africa.
Wanting to pursue a better life for her and her children, Venessa, her husband, and their very young family moved to the United States in September of 2005.
An industry veteran, Venessa, joined Synergy Wealth Solutions in 2017 and quickly discovered that her passion in life is to help people plan for their next steps in life, even when they are unexpected and sometimes hard to navigate.
She learned that life is fragile and can change in a blink of an eye when she lost her husband of 28 years in August 2019.
The profound loss has made her even more passionate about helping her clients be prepared for all of life’s ups and downs.
Despite the life-altering events that have come their way, Venessa and her boys love the life they have built here, and in September of 2019, they took the oath to become United States citizens.
Her team’s primary areas of focus include Retirement Planning and Long-Term Care Planning, and she loves working with both pre-and current retirees. Venessa resides in O’Fallon, Missouri, and is the proud mom of Caleb and Ethan, who are her pride and job.
Subject
Quickbooks
Marti Wieland is a Certified Business Development Advisor with the Illinois Small Business Development Center at SIUE and is a certified QuickBooks Online trainer. She has a background in small business, having owned and operated a small business in multiple states since 1991. As part of her business, she has mentored other entrepreneurs and enjoys seeing peoples’ ideas turn into realities. A U.S. Army veteran, Marti has worked with for-profit and non-profit agencies, as well as with local governments. She teaches QuickBooks Online through the SBDC and the SIUE Office of Educational Outreach. Marti has a Masters in Public Administration from SIUE.
Using QuickBooks Online to help your business save time and money.Learn about QuickBooks Online, a cloud-based bookkeeping software platform for small and medium-sized businesses. QuickBooks Online can streamline your business operations and save you time and money. This presentation will give you an overview and a familiarity with the tools available from Intuit that will help streamline your business financial management.
