These workshops are a total of 3 hours which can be broken up into two 90 minute segments or in one setting, your choice.  We like to have a minimum of 10 people.  There is no charge to participate in these workshops, however a nominal material fee is asked.

Topic:  Financial Goals & How to meet them in today's Economy

• Identify Fears you have in meeting your goals
• Objectives & Goals for You & Your Family
  
• Look at the "numbers" needed for desired outcome
• "Snap Shot" of your current situation
• Build the Foundation
• Action Steps
• Follow Up/Review Recommendations

Nothing will be sold at this event.  This is an opportunity for you to decide if changes are needed if you are to meet your goals.  Concepts which will be discussed include, Protecting your most valuable asset, risk management, organization, College Education, Accumulation of Wealth & others as the discussion allows.

How to Schedule a Workshop for your group or for more information: 

Matt Benore - 303-425-4466 * 888-425-4466
       Email - Workshop Inquiry