WiM Wisconsin | You and Your Finances - A Wellness Check in Today's World

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Thursday, October 8, 2020
12:00 PM - 1:00 PM (CDT)
Join us virtually! Details will be sent via email after registering.
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Event Details

WiM Wisconsin presents

You and Your Finances - A Wellness Check in Today's World

Date: Thursday, October 8, 2020

Time: 12 - 1 PM CDT

Where: Zoom
(Details will be sent via email after registering)

Cost to Attend:
WiM Members: FREE!
Nonmembers: $10.00

Andrea focuses on providing assurance, tax, and consulting services to closely-held companies in the manufacturing and distribution industry. She has experience assisting with Manufacturing and Distribution companies with international reporting requirements, employee benefits audits, and transaction services.

Daniele specializes in providing assurance and consulting services for privately-held businesses in the manufacturing, construction and wholesale distribution industries. Daniele also provides employee benefit plan accounting and auditing services, and has experience with internal audit work projects in the banking industry.

Michelle provides assurance and consulting services to closely-held companies within the manufacturing and distribution industries. She has experience assisting Manufacturing and Distribution companies with regard to their international reporting requirements, revenue recognition practices, inventory management, and a variety of other areas including due diligence, operational and process improvement consulting engagements.

For More Information:

Andrea Virsnieks
Andrea Virsnieks
CPA Manager CLA (CliftonLarsonAllen) (414)238-6766
Corporate Professional

Presentation Agenda

- General Personal Finance Information
- Top 5 Mistakes Investors are Making and How to Fix Them
- Personal Taxes in the 2020 Pandemic
- Wellness Check Take-Away