Financial Life Planning Workshops
Financial Life Planning
This workshop is about participants using their money to make a life rather than using their life to make money. It is a process of creating and implementing a financial plan that is tailored to their financial history, their goals, their life transitions and their values.
Designing Your Life in Retirement: A Guide to Planning your Future
This retirement workshop is an interactive seminar that helps participants identify lifestyle goals that will guide them through the retirement planning process and provide a framework for aligning their financial goals with their values and priorities in all areas of their life.
Raising your Money Quotient (M.Q.)
This workshop allows participants to evaluate their Money Quotient, which is a measure of their financial knowledge and emotional intelligence which results in financial well-being. This workshop is designed to nurture the participants "money maturity" by focusing their thinking on both the fact and feeling aspects of their financial life.
