Start Something Meaningful

It's time to... 
Empower yourself. Become educated. Be in control.

Wednesdays from 6:00 - 8:00 pm

July 31st
Workshop 1: Begin your Journey

August 21st
Workshop 2: Protect your Todays
As unexciting as insurance may seem, there are many positive attributes of how insurance can be implemented in your world. In Workshop 2, you will learn how to optimize those insurance situations to serve a variety of benefits. Additionally, you will understand the impact of different strategies that can be implemented using insurance to provide yourself, your business, and/or your family with a great plan for the future.

September 18th
Workshop 3: Intro to Investing
When you think of investing, what comes to mind? The stock market? Wall Street? Workshop 3 will provide you with the basics of investments, understanding the difference between allocation and distribution, 401(k)s and IRAs vs. other savings methods, college savings, and a few other concepts that you may not normally think about.

October 16th
Workshop 4: Get your Docs in Order
Have you ever sat down to identify all of the important documents you need in your life pertaining to the protection of your family and assets? Things like wills & trusts, divorces, mortgages and real estate, and healthcare can all provide different life outcomes depending the security of them. In Workshop 4, we will take you through a step-by-step breakdown of what documents you should consider, why it may be critical for you to have them, and how you can obtain them for yourself.

November 13th
Workshop 5: Plan Today, Retire Tomorrow
Retirement starts today - no matter what age you are. Do you expect to live your current lifestyle (or a greater lifestyle) during retirement, all while not earning your usual paycheck? If the answer is yes, Workshop 5 will provide you with thoughts to consider, strategies to implement, and guidance on how you can maintain the lifestyle of your choice during retirement.

December 11th
Workshop 6: Start Something Meaningful
Now that we've taken you through various topics and ideas related to your financial world, let's bring it all together. Workshop 6 will take all concepts, all concerns, and all actions to provide you with the next steps that you can take to bring security, confidence, and clarity to your financial world.

Light refreshments will be provided!

You are not obligated to attend every workshop. We encourage everyone to choose what they are interested in and come to those workshops. Come to 1 or come to all - the decision is yours!

For more information, contact Darienn:
darienn_bumbaco@cfsllc.com
201-843-7700 x 430