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Investment Masterminds

– Episode 35  –

“What’s Missing From Your 2023 Business Plan with CEO Penny Phillips”

Guests: Penny Phillips CEO, Journey Strategic Wealth

Join our guest speaker, Penny Phillips,  CEO and Co-Founder of Journey Strategic Wealth, as she shares her footprint for creating a strategic business plan.

Key Takeaways:

  • Change the way you approach planning for 2023
  • Learn key concepts for evaluating your business
  • Implement practical strategies to help achieve your goals

Swan Resources & Education

Our portfolio managers and analysts are dedicated to creating relevant, educational Articles, Podcasts, White Papers, Videos, and more.

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