A lunch-and-learn for bridging the gap to a work-optional lifestyle.
Join us for a lunch-and-learn focused on using key strategies to bridge the gap between business ownership and a work-optional lifestyle and financial freedom.
This program is designed for business owners that want to maximize the value of their business and achieve financial freedom.
We will discover what your Freedom number is (how much money you need to live the lifestyle you want when you exit your business) and strategies to put in place to help you achieve that number.
Speakers:
Lyndsey Monahan, ChFC, CLU
Women Inspire Wealth
Lyndsey Monahan, ChFC®, CLU®, is the Founder and CEO of Women Inspire Wealth, a premier financial planning firm headquartered in Frisco, Texas. With a dedicated focus on championing the financial empowerment of women, Lyndsey has tailored her firm to meet the unique financial needs of professional women, women business owners, and blended families. Her dedication stems from both her own life transitions and a profound understanding of the industry, evidenced by over 20 years of accomplished experience in the insurance and financial services sector.
Lyndsey is committed to maintaining the highest standards of proficiency through both the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations with The American College of Financial Services. These accolades are a testament to her depth of knowledge, yet it’s her passion for elevating women through personal finance that sets her apart. With Women Inspire Wealth, Lyndsey has actualized her vision, bridging financial expertise with a heartfelt mission of Empowering Women Through Personal Finance.
Rochelle O’Brien
Venture Opportunities
Rochelle joined the Venture Opportunities team in 2003 and took over the company in 2021. She has 20 years’ experience assisting clients with the sale of businesses. Rochelle has worked with businesses of all sizes, but her specialty is helping owners of companies with annual revenues of $3M – $50M successful sell and transition out of their business.
Rochelle holds a bachelor’s degree in marketing and management information systems from Kansas State University. She is also a licensed Texas Real Estate Broker.
Selling a business is most likely the largest financial transaction of anyone’s life. Rochelle has gained a reputation for having diverse industry knowledge and building strong client trust relationships. Her clients experience high level personal service and a smooth selling process.
Rochelle, her husband and three children live in Dallas. In their spare time, they enjoy traveling to their favorite Colorado vacation spot, as well as any trips to beach locations. Rochelle is an avid reader and cherishes weekend family time.