Financial Sustainability for You and Your Business

Do these questions keep you up at night? “When will I be able to retire? I want to expand, but can we afford it? Will I qualify for the credit needed to open another location? What happens to my business if something happens and I have to take time off, or if I lose my key employee?” In this session, you will learn strategies to protect, grow, and maximize the business you have worked so hard to build.

Instructors

Deidra Willis, CFP, CLU
Financial Advisor – Northwestern Mutual

A Mississippi native, Deidra Willis started her financial services practice in 2012. Prior to Northwestern Mutual, Deidra held various roles with International Paper, including Financial Analyst, Internal Auditor, and Business Development Manager. With her true passion of financial literacy and appetite to equip others in building wealth never escaping, Deidra’s practice is in constant growth mode and values working with professionals on the move.

Mikaela Frederick
Financial Advisor – Northwestern Mutual

Since moving to Charlotte from Minneapolis in 2015, Mikaela has built one of the most successful female-owned Financial Planning practices in the city. Specializing in working with small business owners from a diverse array of industries, Mikaela’s team is focused on building long-term on-going relationships with each of their clients. Mikaela’s ultimate mission is to empower her clients to live their lives by design, rather than default.