Join Our Workshop
Wednesday April 4th, 11th & 18th from 6:30 - 8:30pm
We have helped over 100 families start the pathway to achieving financial peace of mind. Learn how our complimentary Financial Planning Workshop can help you start the journey yourself.
The workshop is a 3-part interactive class in which you’ll learn about the concept of financial planning and the framework to build and implement your own financial plan. The workshop educates you about various tools and strategies available to you that will help you reach your goals. Our innovative program empowers you to take control of your money and manage your income to achieve your financial goals.
As a participant, you’ll receive a suite of items to kick start your journey, including:
- Live 6-hour workshop instructed by our very own Certified Financial Planners.
- Personal copy of the Managing to Be Wealthy Financial Planning Workbook.
- Access to our member’s only website which contains worksheets, checklists, tools and videos.
- Invitation to meet one-on-one with a Certified Financial Planner.