Program Details

Our Financial Planning Workshop is a Live tutorial that allows you to bring your questions and concerns to the table, in tandem with a bold curriculum, chock-full of financial topics relevant to the ever changing landscape of personal money management. This workshop teaches you about the various tools and strategies available to you that will take you even closer to reaching your personal financial goals! Our innovative program is geared to provide you with tips that can empower you to take control of your money and give you the Peace of Mind that you deserve.

What is your stage of life?

Whether you're approaching, transitioning or living in retirement, you'll learn how to build a strong financial future and achieve peace of mind. 

The Approach

The destination is in sight, but you’re not quite sure what it looks like. You’ll learn about the following topics and we’ll help you understand the realm of possibilities for your financial plan.

• Asset allocation and investment planning

• Debt reduction strategies

• Risk management & insurance

• Planning for college expenses

• Estate Planning

The Transition

You’ve arrived at your destination, but now what? We’ll discuss the following topics and help you make sense of transitioning to retirement and preparing for the golden years.

• Replacing your paycheck

• Understanding health insurance & Medicare

• Adjusting your asset allocation in retirement

• Ensure your estate plan is in order

The Golden Years

You’ve turned the corner and have set your sights on making the most out of the golden years. We’ll help you maintain your lifestyle and plan for the unexpected.

• Maximizing your lifestyle

• Planning for the next generation

• Downsizing and vacation homes

• Planning for long-term care needs

• Estate Planning

Simplified Approach

Personal finance doesn’t have to be complex.

We’ve structured our program in a way that simplifies your financial life into five simple steps, so you can focus on taking action. 

1. WHERE ARE YOU TODAY?

Step on the financial scale to determine if you are financially fit. You’ll also work through a series of exercises to determine your Money Mentality to understand what motivates you and how to control your behavior to make better decisions.

2. WHERE DO YOU WANT TO GO?

Whether it’s saving for retirement, planning for college, paying down debt, or protecting what you have, you’re here for a reason. You’ll learn how to create financial goals around what is most important to you.

3. HOW DO YOU GET THERE?

Find out what it takes to reach your goals, and if your current financial plan will take you there. You’ll find out exactly what you need to do to achieve your goals.

4. WHAT STRATEGIES ARE AVAILABLE TO YOU?

Learn about which planning tools and strategies are available to you, and how to take advantage of those strategies to help you reach your goals sooner.

5. HOW DO YOU PROTECT YOURSELF ALONG THE WAY?

Learn how to protect yourself and safeguard against potential roadblocks.