Mary Beth Storjohann, CFP® and Founder of Workable Wealth

Mary Beth Storjohann, CFP® and Founder of Workable Wealth is an author, financial planner and accountability working to help clients in their 2s-40s across the country make smart, educated choices with their money. Her recent accolades include the “Top 40 Under 40” by investment News, “10 young Advisors to Watch” by Financial Advisor magazine, and “10 of the Best Personal Finance Experts on Twitter”.  She frequently appears on NBC as a Financial expert and her expertise has been featured in The Wall Street Journal, CNBC, Forbes and more. You can connect with her via Twitter @marybstorj, on Facebook, or via Instagram.

Mary Beth will teach us about Getting Financially Organized: Personally and Professionally. Wanting to take your business full-time, but not sure if your finances are on track? Or perhaps your company is growing, but you’re unsure of how to juggle personal and business finances, where they intersect and how to ensure you’re covered for today, tomorrow and the future? If you’re looking to get clear on your financial priorities, set a plan in motion for efficiently managing your money, ensure you’re taken care of for the future and ditch the stress that comes with managing and building your wealth, then you need to learn what questions you should be asking, the correct actions to take, and just what kind of goals really matter.

“To me, being relevant means loving what you do, loving who you work with, and loving how you do it. It means advancing your industry and profession, establishing genuine connections with clients and other entrepreneurs, following a life long learning model (we don’t know it all and we never will, but we can learn a little more each day to continue upping our game) and being authentically you in how you deliver your services. ”