Coffee Talk with a Financial Expert: How to Start and Grow a Successful Business August 25, 2022, 6:00pm EDT August 25, 2022, 7:00pm EDT
Location:
Online Event

The purpose of this workshop is to give practical advice that can be used in any business. By the end, you will have a better idea about:
Why go into business?
Assets
Cash flow
Failure is not an option
Passion
Adding staff
Competition
Marketing
Have fun

Presenter: Rick Tonkinson
Rick is the founder and president of Tonkinson Financial. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 1991 and has more than 25 years of experience in wealth management. Rick is a former Peace Corps volunteer in Colombia, where he met his wife, Margarita, and their son, Steven, was born. Rick grew up with a strong work ethic and learned the value of a dollar ever since his first job as a paperboy at 12. He studied at night school to earn an MBA and an MPA with a specialization in budgets from the University of Miami. Rick specializes in helping clients achieve financial security through practical and comprehensive personalized financial plans. His passion is to provide middle-class investors with a level of service that is not available anywhere else.

Rick has also been active in the community for more than 40 years and supports more than 40 charities. To learn more about how Rick gives back, please visit the Giving Back page. He is chairman of the Dean’s Leadership Advisory Board for FIU School of Communication, Architecture and The Arts (CARTA) and treasurer for the Diabetes Research Institute National Board. Rick is also a board member for the FIU Foundation, The Woody Foundation, and The Tonkinson Foundation.

In his free time, Rick enjoys traveling across the U.S. and abroad with Margarita and learning the history. They reside in Pinecrest.

Coffee Talk with a Financial Expert: How to Start and Grow a Successful Business