Here is what you need to know about these workshops:
Our Budgeting Workshop is a one-hour interactive workshop that helps families understand how to set up a budget using our easy P.E.A.C.E. process to take control of their finances, pay off debt, and save for these troubling times. Families also learn the Core Four Power Plays that every family needs for its total wealth protection.
Our Estate Planning Workshop is a one-hour interactive workshop that helps families understand how to name guardians for their kids so a judge would never choose, how to avoid a long and expensive court process known as probate, how to make their medical wishes known and honored, and how to leave behind more than just money.
Here is how we can bring these workshops to your company or group:
Scheduling our online workshops for your company or group is easy. Just give Bonnie Johnson a call at 949-718-0420 or click here to email her directly to reserve a date and time that works best for you. Most companies and groups reserved a 12pm-1pm time slot on a Tuesday (Budgeting) and Thursday (Estate Planning) after determining that was the optimal time for employees/members.
We are currently only hosting one workshop series per week so reserve now before dates fill up. Please note that we only have one remaining spot available for July. (Week of July 27-31).
We do not currently charge a fee for our virtual workshops.
Want to check out a recent workshop and see what you think?
You can view a recent estate planning workshop we did for the staff members at a local community college by clicking on this link. This will give you a great idea of what our workshop would look like for your company or group.
We look forward to helping you make a difference to the families who rely on you!
Laura and Josh
p.s. Thank you to our recent workshops hosts. We know your employees/members greatly appreciated it and we enjoyed our time together!