As the year winds down, small business owners face a critical question: where should they stash their cash to maximize returns and secure their financial future? On Tuesday, October 29th, I had the opportunity to attend the “Where to Stash Your Cash” event—a gathering of experts offering practical, actionable advice to help business owners make smart financial decisions.
This event was the first installment in the Thought Leaders Series—an initiative created by community leaders for the community. The series aims to empower business owners with expert knowledge and resources to thrive. For more information and to check out future events, visit Thought Leaders Series.
Here’s what I learned and why it matters for your business. Demystifying Financial Planning with Hannah Johnson, Wealth Strategist
Hannah Johnson, founder of HLJ Growth, opened the event with a session designed to simplify financial planning for small business owners. Often, the thought of managing index accounts, mutual funds, IRAs, and TFIA accounts can feel overwhelming. Hannah’s presentation broke these concepts down into digestible, actionable steps that anyone can follow.
Her key advice focused on strategically placing profits in high-interest-yielding, liquid vehicles—ensuring accessibility while growing your wealth. Whether you’re just starting or have been in business for years, Hannah’s insights make securing your financial future achievable, not intimidating.
For more information and personalized guidance, visit HLJ Growth.
Building Stronger Businesses with Christie Boutain, Senior Vice President at Meadows Bank
Christie Boutain, Senior Vice President and Commercial Loan Officer at Meadows Bank, delivered an eye-opening roadmap for small business owners on enlisting trusted resources.
Christie emphasized the importance of building a network that includes bankers, attorneys, and financial planners. She provided actionable insights on determining how much cash your business needs and identifying the best places to stash it. As a Success Coordinator and Small Business Advocate, Christie’s passion for supporting business owners shone through in her presentation.
Her approach isn’t just about banking—it’s about empowering small businesses to thrive by creating strong communities and long-lasting professional relationships. To learn more or connect with Christie directly, visit her LinkedIn profile.
Investing in Your People with Emily Evans, Founder of Wellth Journey
Emily Evans, the founder of Wellth Journey, closed the event with a compelling session on employee benefits. Drawing from her personal experience navigating the complex world of health insurance, Emily shared her belief that when you invest in your team, your business reaps the rewards.
Her advice focused on creating employee benefits roadmaps to support organizational health and wealth. Emily’s insights are a reminder that taking care of your people isn’t just a moral decision—it’s a strategic one.
To connect with Emily or learn more about how Wellth Journey can support your business, visit her LinkedIn profile or explore her website, Wellth Journey.
Key Takeaways for Small Business Owners
Strategize Profit Placement: Learn how to make your profits work for you with high-yield, accessible investments.
Leverage Trusted Networks: Build relationships with experts like bankers, attorneys, and financial planners to strengthen your business.
Invest in Your People: Create a culture of care through thoughtful employee benefits that drive both loyalty and productivity.
What’s Next in the Thought Leaders Series?
This event underscored the importance of proactive financial planning, leveraging trusted resources, and prioritizing your people. As part of the Thought Leaders Series, it set the tone for future sessions that will continue to deliver valuable insights for business owners.
If you’re looking to stay ahead and grow your business with expert knowledge, don’t miss the upcoming events in this series. For more information and to register, visit Thought Leaders Series.
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