Event Sold Out - Women in Business - Luck O’ The Planners: Securing Your Pot of Gold

Description

Join us for a morning of good coffee, great conversation and education on building generational wealth while still being able to enjoy the finer things in life. This is not a sales pitch! We will be talking about how you can have it all – security, cash flow and flexibility. Register now because this event will sell out! 

We are excited that our panelists will include three knowledgeable business women who will share their insights when it comes to small business banking, financial planning and safeguarding the bottom line . This promises to be an enlightening morning for everyone involved as we learn from each other’s experiences so don’t miss out on this opportunity... register early!

Don't forget to wear green (because it's ST. Patrick's Day)! 

Women In Business - Luck O’ The Planners: Securing Your Pot of Gold

Sponsored by: 
First National Bank
New York Life
Dye Culik PC

Date: Friday, March 17, 2023

Time: 9:00 - 11:00 am

Location: First National Bank
401 S Graham St
Charlotte, NC 28202

Free for members and $15 for non-members

Speakers

Latosha Woods-Carter, First National Bank
Topic: The Importance of Small Business Banking

Latosha Carter is a native of Sumter, SC. She is a graduate of Lander University. Her and her husband moved to Charlotte, NC in 2014 where they raise their 2 daughters. Latosha is currently a Branch Manager, AVP at the Charlotte Uptown location for First National Bank. She has been in banking 4 years and prior to that 6 years in sales management. She prides herself on providing financial wellness to underserved communities and helping her clients reach their financial goals.

Catherine (Cathie) Sherer, New York Life

I was born and raised in South Carolina. For 28 years, I spent my career assisting people with their financial needs and concerns. Every client’s situation is unique. I will assess your current financial position, work with you to determine future goals, and calculate any gaps that may exist. Our personalized solutions give you options and flexibility on your journey to financial freedom. I help clients with income protection, retirement planning, investing, estate planning, as well as business financial planning. My mission is to be your trusted financial partner today, tomorrow, and for many years to come.

Shawna Dye Culik, Dye Culik PC
Topic: Shawna Dye Culik, of Dye Culik PC, will be discussing 10 business planning strategies you can implement to avoid common legal issues whether you own a business or work in one. She’ll show how with a little luck (and great legal planning) you can minimize risk while growing and securing your pot of gold.

Shawna Dye Culik started life in rural Tennessee but has since lived in all corners of the United States, traveled to all 50 states, and has been to more than 35 countries so far. Her travels led her to Michigan, where she met her life and business partner, Joe, on a good night, in a good bar. They’ve been pretty much inseparable since and now have one fur child, Ava, a miniature schnauzer rescue pup. Shawna has founded, scaled, and sold multiple successful businesses, including a marketing agency and law firm (with Joe) in Boston, Massachusetts. In pursuit of warmer climates and fresh opportunities, they relocated to Charlotte to start Dye Culik PC, a business and franchise law firm. Shawna has a passion for working with businesses, particularly women in business, and utilizes her education and background to market and grow the firm. Three of her favorite past-times are writing, photography, and travel, which she used to found the Southern travel and photography brand, Southern Reverie. Join in her travels around the South on IG at @southernreverie.

PLEASE NOTE: Space is limited, and we expect to fill up quickly so please only register if you actually plan to attend. If things change and later you find that you will not be able to attend, please cancel your reservation so we can open the spot up for someone on the waiting list.