Workshop Description – Personal Money Management: Reclaiming Independence
Incorporation You! Personal Finances in Entrepreneurship
Presenter: Cate Morris
In this knowledge sharing session, Scout Financial Solutions discusses vital information that many entrepreneurs tend to overlook in their business planning processes. While knowing business components such as break-even points, sales projections and bottom lines are important for successful business management, it is also critically important to address personal finances from an entrepreneur’s perspective. Knowledge sharing topics will address income-based personal budgeting, addressing health care needs, insurance considerations and retirement planning. This Money Scout takes it one financial wellness step further by touching on legacy planning considerations for entrepreneurs. Combined, these tips provide a healthier perspective on business revenue as it relates to personal financial needs. Addressing these key areas at any stage of the entrepreneurship journey will support and empower entrepreneurs in their personal decision-making processes.
Cate Morris is a Dakota winyan, George Gordon First Nation band member and sole proprietor of Scout Financial Solutions. She holds a Business Administration diploma, a Business Administration degree and two Certified Financial Education Instructor designations. She also possesses many personal finance, procurement and small business course certifications that support her professional and personal objectives. Cate supplements this formal education by drawing from her own life experiences of walking in two worlds – as an abuse survivor, homeless teen, struggling student, stay at home parent, widow, solo parent, employee, homeowner, person with a disability, displaced employee, entrepreneur, business advisor and member of the poorest socio-economic group in Canada’s brief history – all with the intention of empowering her beloved Indigenous people through culturally appreciative Financial Literacy workshops. This Indigenous ‘Money Scout’ walks the talk. Knowledge sharing is relatable, practical and memorable. Whether it’s a workshop or a personal consultation, participants are inspired to achieve Financial Wellness. Cate’s goals are many. She actively pursues reclaiming her traditional language, sharing knowledge with others, volunteering for healthier community initiatives, inspiring economic prosperity, growing abundant mindsets, pursuing world peace and at the top of her list, ending cyclical poverty one inspiring workshop at a time!