What a strong WATT morning — education, protection, wellness, finance, and health all in one room.
Michelle Tran opened by sharing her personal story and a timely reminder: trusts and wills are not “someday” documents. They are foundational tools that protect families and businesses now.
Lorraine Tallman introduced an exciting new offering for company’s teambuilding with Amanda Hope’s My Company Cares — stress relief and wellness sessions designed to be delivered concurrently or sequentially for employees. Proactive wellness inside organizations? That’s a win for culture and performance.
I was honored to follow with “Bee Stings & Balance Sheets.” The bee sting was literal (a beach walk lesson… OUCH). The balance sheet conversation was strategic — because financial statements either hide or highlight a company’s true value. We unpacked PPP, EIDL, and other loans, and how those decisions show up during a sale.
Maryann Richardson continued that discussion, diving deeper into what to look for in your paperwork and why details matter more than most owners realize.
Julie Hinman wrapped with critical medical nuggets: take your blood pressure medication — hypertension is the silent killer — and avoid peptides from “gym bros” without medical supervision. Her story was a sobering reminder that shortcuts can have serious consequences.
From estate planning to employee wellness, from financial clarity to personal health — this is what elevating each other in business truly looks like.
Let’s open this up:
What area of your life or business are you proactively protecting right now — your assets, your team, or your health?