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January 2019
MIND OVER MONEY
JOIN US FOR WORKSHOP #1 ON JANUARY 23, 2019 @ 7:00 PM - 9:00 PM TO LEARN: Clarity on your holistic wealth goals by creating your life vision; A consolidated list of financial goals with an investment goal next to each one; Your own financial checklist of actions to execute immediately to achieve financial freedom by your goal age; You’ll learn about easy-to-understand financial technology tools that support your financial goals and investment strategy
Find out more »MIND OVER MONEY
JOIN US FOR WORKSHOP #1 ON JANUARY 26, 2019 @ 9:30 AM - 11:30 AM TO LEARN: Clarity on your holistic wealth goals by creating your life vision; A consolidated list of financial goals with an investment goal next to each one; Your own financial checklist of actions to execute immediately to achieve financial freedom by your goal age; You’ll learn about easy-to-understand financial technology tools that support your financial goals and investment strategy
Find out more »March 2019
MIND OVER MONEY
JOIN US FOR WORKSHOP #1 ON MARCH 13, 2019 @ 6:45 PM - 9:45 PM TO LEARN: Clarity on your holistic wealth goals by creating your life vision; A consolidated list of financial goals with an investment goal next to each one; Your own financial checklist of actions to execute immediately to achieve financial freedom by your goal age; You’ll learn about easy-to-understand financial technology tools that support your financial goals and investment strategy
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FROM FINANCIAL STABILITY TO FINANCIAL CLARITY
JOIN US FOR WORKSHOP #2 ON March 23, 2019 @ 9:45 AM - 12:45 PM TO LEARN: YOUR strategy to put healthy money habits in your everyday life; Step by step calculation on a plan for life's ups and downs; YOUR own transitional financial plan with a cost-benefit analysis; A concrete plan to start your retirement fund
Find out more »April 2019
FINANCIAL FREEDOM AT 50
JOIN US FOR WORKSHOP #3 ON APRIL 10, 2019 @ 6:45 PM - 9:45 PM TO LEARN: What is YOUR definition of financial freedom and retirement; How to plan for different scenarios to YOUR financial freedom; What is your FINANCIAL plan to retirement; What is YOUR risk profile and how does it affect your retirement plan
Find out more »July 2019
FINDING YOUR FINANCIAL FIRE
JOIN US FOR WORKSHOP FINDING YOUR FINANCIAL FIRE ON JULY 13, 2019 @ 10:00 AM - 11:30 AM TO LEARN: Strategies for turning stress and fear into confidence when dealing with money; A method to identify your realistic financial goals; The know-how to develop an actionable financial plan; Strategies for creating a healthy relationship with money
Find out more »August 2019
FINDING YOUR FINANCIAL FIRE
JOIN US FOR WORKSHOP FINDING YOUR FINANCIAL FIRE ON AUGUST 14, 2019 @ 7:00 PM - 8:30 PM TO LEARN: Strategies for turning stress and fear into confidence when dealing with money; A method to identify your realistic financial goals; The know-how to develop an actionable financial plan; Strategies for creating a healthy relationship with money
Find out more »CREATING YOUR MONEY STRATEGY
JOIN US FOR WORKSHOP CREATING YOUR MONEY STRATEGY ON AUGUST 21, 2019 @ 6:45 PM - 9:45 PM TO LEARN: YOUR strategy to put healthy money habits in your everyday life; What is YOUR risk profile and how does it affect your retirement plan; Step by step calculation on a plan for life's ups and downs; A concrete plan to grow your retirement fund
Find out more »October 2019
FINANCIAL CONFIDENCE
JOIN US FOR WORKSHOP FINANCIAL CONFIDENCE ON OCTOBER 10, 2019 @ 5:00 PM - 7:00 PM TO LEARN: A strategy to manage multiple investment accounts to stay diversified; An understanding of how to work with your financial adviser(s) or roboadviser(s) effectively to get what you want out of the relationship (not just what they want, i.e. receiving the maximum amount of commissions from you); A strategy to manage multiple investment accounts to stay diversified; An understanding of market cycles and…
Find out more »January 2020
FINDING YOUR FINANCIAL FIRE
JOIN US FOR WORKSHOP FINDING YOUR FINANCIAL FIRE ON JANUARY 11, 2020 @ 10:00 AM - 12:00 PM TO LEARN: Strategies for turning stress and fear into confidence when dealing with money; A method to identify your realistic financial goals; The know-how to develop an actionable financial plan; Strategies for creating a healthy relationship with money
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