Portal Book Yo

Keynote · 45 to 90 minutes

Credit, Capital & Confidence

Financial wellness for founders who are ready to grow

The talk

What it's about

Money stress keeps good businesses small. Yo demystifies credit, funding and protection in plain language, then connects it to the mental side of money. Audiences leave knowing how lenders think and how to prepare before they ask.

Who it's for

Small business centers, credit unions and banks, chambers of commerce, nonprofits serving entrepreneurs.

What your audience will leave with

  1. How business credit differs from personal credit, and why it matters
  2. What lenders look for before they say yes
  3. Trust accounts and planning basics that protect what you build
  4. Habits that lower money stress for the owner and the team
Sample clip coming soon

From similar events

What planners hear afterwards.

"THE small business extraordinaire!"Jasper S. · Financial Planner

FAQ

Questions, answered.

How long is "Credit, Capital & Confidence"?

It runs 45 to 90 minutes and can be shaped to fit your agenda.

Which formats are available?

Keynote, Workshop, Panel, Virtual. Every version is tailored after a short planning call.

Who is this talk best for?

Small business centers, credit unions and banks, chambers of commerce, nonprofits serving entrepreneurs.

Can attendees get a takeaway resource?

Yes. Attendees can receive a companion worksheet so the ideas turn into action after the event.

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