Planning for the Future

In the August 9th broadcast of Financial Fed Friday, we discussed the importance of being prepared for each financial phase of life. We introduce two workshops and a program for millennials to help you navigate each phase.

1. October 8th, 2019

Getting Your Financial Houses in Order: Financial Renovations. This workshop focuses on achieving financial freedom through credit and debt management. It’s for you if you have credit card debt, loans, or other debt that prevents you from achieving your financial goals.

2. October 8th, 2019

Planning Your Retirement: Many people spend time planning a perfect wedding but they don’t plan for their marriage. Many focus on income but don’t plan for retirement. Healthcare, taxes, income, home, lifestyle… all play important roles in the quality of life after retirement. We cover pre-retirement strategies, and what to do in early retirement and late retirement. Focus points include retirement tax implications, planning for long term care, and estate planning.

3. October 17th, 2019

Today, we unveil a pilot financial/life coaching program for millennials. Millennials face different challenges than previous generations. Many are unprepared, relying on outdated financial strategies. They also feel that retirement is nothing to worry about right now. The program features monthly webinars, 1-on-1 strategy calls, two resource books, a private Facebook group, and much more. If you are a millennial or know one, this program will get them on track to enjoying their life NOW while planning for their golden years.

All workshops include valuable reports to guide you through the next steps and help you put the pieces together in a way that’s right for your unique needs.

Please contact us for more information and to register for the workshop(s) or millennial program. We look forward to serving you!