VIRTUAL WORKSHOP
VIRTUAL
WORKSHOP
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Covers specific topics necessary for the development of the personal financial plan
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1.5 hours
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Online (live)
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Bi weekly sessions
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Includes digital material
Our program is based on three blocks:
MONEY FLOW, MONEY GROW, MONEY PRO®.
Our virtual workshops are held at flexible times and cover essential financial planning topics.
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This workshop provides a thorough understanding of smart financial management, encompassing a wide range of essential topics, including:
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financial goals
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budgeting techniques
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debt reduction strategies
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wealth accumulation methods
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investment risk assessment
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retirement planning
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real estate acquisition
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economic insights
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asset protection strategies
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tax planning
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This comprehensive coverage empowers individuals to make informed decisions and manage their finances wisely.
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Customized (10 or more per class). Our virtual workshops include digital materials.​