Protect ALL the ones you Love!

Tuesday September 17th
7:30PM - 8:30PM EDT

• Best protection plan for my family
• What are living benefits
• Long Term Care benefits options

Register Here:

https://bit.ly/liam-9-17-24

Invited by: Marjorie


Understand How Money Works
Jul
31

Understand How Money Works

You are invited to a place where speaking about money is done openly, without any taboo, with a finance professional ready to show you the possibilities that exist for everyone who is ready to learn more about how money works, especially what to do with little or a lot of money. There is something for everyone at every stage of your financial path to a secure future.

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Dec
16

Tax Planning Webinar

You are invited to join our Powerful Tax Tips Webinar

Saturday, December 16th
10:30AM - 11:30AM EST• Learn how to Maximize Tax Deductions for High Income Professionals and Business Owners
• Learn Benefits Tax Advantage Accounts such as 401K, Roth IRA, SEP, HSA, 7702, etc.
• 1040, 1099, Schedule C Register Here:
https://bit.ly/taxplanningwebinar2023

Invited by: Marjorie

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Million Dollar Baby
Nov
18

Million Dollar Baby

Spread the joy by extending this invitation to friends and family who might be interested.
Let's embark on this enriching journey together. Your little one's future is worth every moment!

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Cash Flow
Oct
30

Cash Flow

Here is a workshop that goes together with another one, which is the budgeting workshop. They complement each other. At the end of the cash flow session, you will understand how cash flow works and why budgeting and cash flow go so well together.

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Budgeting
Oct
27

Budgeting

During this workshop, you will learn about at least one way you can create a budget for the short term and up to one year at a time. At the end of the session, you will have created your own budget for one year after using at least one tool.

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What a Financially Secure Future Looks Like
Oct
25

What a Financially Secure Future Looks Like

One thing for sure, it’s up to you to design your future, all the more if you want it to be as secure as possible. It will not happen by itself. And, once created, it must be maintained; better yet, become sweeter over time. In other words, you need to account for inflation, the decreasing value of money, and other details of importance to you and to your family. Just imagine the feeling of peace you’re going to experience soon!

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How to Raise Credit Scores
Oct
23

How to Raise Credit Scores

It does not have to be as complicated as it seems because your perception of what to do with your credit score might not serve you right before you learn the strategies that are efficient from a professional. Get your credit scores and the detailed reports from the three credit bureaus and then, sign up.

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Three Ways to Plan for Retirement
Oct
20

Three Ways to Plan for Retirement

You can either go with a time-based, money-based, or effort-based solution. Which way you go may fully or partially depend on you based on various factors (such as your age, your working status, your health conditions, your financial strengths, etc.) to be defined together. The good news is that we can put together a plan that aims to support you in the later years. What does retirement mean to you?

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Ways to Invest in Real Estate
Oct
16

Ways to Invest in Real Estate

Did you know that real estate being something that appreciates and one type of investment that human beings will always need, it is a sure value whether to fill a need or to build wealth, especially when you know which way to go according to what you want to achieve? Come and find out where you stand and what you need to do so you can achieve what you’ve set out to do.

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To sign up for the workshop or the session of your choice, click here.