Join Our Workshop

 

Sessions will be held Mondays, April 24th, May 1st, and May 8th from 6:30 - 8:30 PM at The Hub on Kenny. The workshop is free to all attendees. To register or inquire for more details please fill out the form below.

 

first Session

During the first session, you will learn how to create a realistic and goal-based financial plan. This will include defining your goals, determining your net worth, and learning how to manage your cash flow.

second session

The second session begins with a review of the questions that developed since the close of the first session. Next, you will learn basic risk management and asset allocation strategies to help you achieve your goals.

third session

During the third session you will learn debt management strategies and estate planning essentials. At the conclusion, you're invited to attend a complementary one-on-one session with the instructor.


 
My goal is to provide tremendous value at each session and empower you to take charge of your financial plan.
— Tad Herrington, CFP®
 

Register today

 

Fill out the form below to secure your spot in the Managing to be Wealthy® workshop. You will receive a confirmation email after registering.

 
 
Name
Name
 

Workshop Location

The Hub on Kenny
4510 Kenny Rd
Columbus, OH 43220