Attention Financial Coaches, planners, and advisors!

Attention Financial Coaches, planners, and advisors!

Join Our
Workshop Series:

Join Our
Workshop Series:

Register Here For Next Event

This is an interactive remote call held over Zoom. The intention of these workshops is to bring together financial coaches and give tactical tips on how to better manage their clients.

Workshop dates and times listed below:

  1. Creating budgets - August 28th (1pm CST)

  2. Debt payoff plan - TBD

  3. Set up financial goals - TBD

  4. Identify spending habits to change - TBD

  5. Build and share financial analysis - TBD

  6. Knowledge sharing, encouragement, and motivation - TBD

  7. Retirement planning - TBD