YOU’RE INVITED!

FREE MONEY SMART CLASS “RECORD KEEPING”

THURSDAY, JUNE 15 | NOON TO 1 PM

ONLINE VIA TEAMS LINK

RSVP by June 13 to Joel Lefkowits at jlefkowits@wintrust.com

This training will:
• Explain the concept of record-keeping and its importance
to small businesses
• Identify record keeping practices, rules, and tools
commonly available to small businesses
• Explain how record-keeping practices, rules, and tools work
• Identify benefits a small business derives from proper
record keeping
• Explain record-keeping basics for a small business
• Identify software products available for small business
record keeping