Lunch and Learn - Avoiding Business Pitfalls

Avoiding Business Pitfalls: Top Mistakes Business Leaders and Employees Make and How to Avoid Them
This month's Lunch and Learn is for Business Owners and Employees alike. Your business' well-being can be complex, and avoiding common pitfalls is crucial for long-term success. We will explore some of the most prevalent mistakes businesses and their employees make, provide valuable insights on how to steer clear of them, and share real-life examples of businesses and employees who have successfully done so.

Jeremy Self joined Cedarwood Financial Partners as a founding partner after serving his clients at Edward Jones for three years. Prior to that he started and led an area church for eleven years, where he regularly facilitated financial classes for church members, helping people learn how to budget, eliminate debt, and invest.
Jeremy has a Bachelor of Arts in Pastoral Ministry from Lee University in Cleveland, Tennessee, and a Master of Arts in Pastoral Leadership from Dallas Seminary, both of which prepared him to care for people and their future.
Jeremy seeks to make a difference in serving the Lake Travis community by volunteering at his church, Rotary Club, Lake Travis Chamber of Commerce, and LTISD.
When he's not serving his clients or his community, he can be found in a boat on Lake Travis or at Rosemary Beach with his wife, Ashley, and their five children.
Jeremy's philosophy is to help his clients replace their financial fears with confidence and peace of mind, guiding them with their agreed-upon strategy.

Sponsored by Fuse Workspace, VIA 313-Bee Cave, and Cedarwood Financial Partners.

Visionary Partner: Covert Bee Cave