Planning A Financial Life You Can Depend On (SAW) - May 2015
05/06/2015 06:30 PM - 09:30 PM PT
Description
Planning A Financial Life You Can Depend On
You aren’t working the long hours, taking risks, and doing your practice just to get by. You are in business to build a foundation that supports your full thriving life. A foundation that reflects your personal and business financial values and decisions. And just as what you needed to START your career and business should change as your life and business evolves, so to should your ideas about your financial foundation.
Now, many business owners like to think they can do everything themselves. The successful ones know that surrounding themselves with a team (Spirit, financial advisors and life advisors) expands the realm of possibilities. Success then comes from personal effort, divine inspiration and using other’s ideas.
This workshop will provide you with the basics of financial planning, as well as some very easy ideas and steps you can take to improve your business financial worth and to increase SELF-WORTH, also known as NET WORTH. You’ll always have inspiration (SPIRIT) as your guide along this path. Adding and developing financial tools along with a pragmatic weekly practice of doing the tasks will allow your business to thrive today and tomorrow.
During the class you will:
- See what a financial foundation looks and feels like.
- Refine your understanding of where you want to go and what you want your financial house to look like.
- Understand what it will take in sources, resources, money, support and commitment to build the financial foundation you desire.
- Create a plan for your next steps.
Spring
Wed, May 6, 6:30 - 9:30pm
Instructor: Lorelle Farber, CRPC®, ADPA®, Financial Advisor, Pacific Capital Resource Group, Inc.
Room: Holmes
Tuition: $35
Online registrations now closed. New sign ups taken at the door.
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