Ready to break through the "money" barrier and move closer to your dreams?
Unsure where to start, or if it is even possible for you to learn?
What if I told you that in six fun hours we can easily get your money headed in the right direction?
Fun? Yes! MoneyFit® is totally unlike those typical dry, dull financial planning seminars you may have attended (or avoided!) in the past. Instead of feeling bored, overwhelmed, or frustrated, you'll be energized and empowered to take charge of your financial future.
You will walk away from this workshop with:
•· A full assessment of your financial picture, so you can immediately begin taking steps toward money health.
•· A plan for working on what you found in your assessment, so you know exactly what needs to be done and how to do it.
•· Confidence that you can do this, and hope that financial fitness is attainable.
•· A smile on your face because you actually had fun at a money workshop-how many people can say that?
How do we do this?
Using our easy-to-follow MoneyFit workbook, guided imagery, a fun art project, and a money action planning system, you will uncover what areas need the most attention, figure out how to fix them, and begin moving forward. You have never been to a money workshop like this. It will be fun, different, and you may even forget you are actually working on your money!
How is MoneyFit different from other money workshops?
•· Did you know that many, if not most, financial planning seminars are funded by companies that want you to invest with them, sign up for their insurance policies, or purchase their financial products? Unlike other workshops, MoneyFit is independent of outside funding.
•· Did you know that most of the presenters at other workshops are salespeople with little or no background in finance? Companies hire employees, train them on some aspects of their products, and then spend the majority of time teaching them how to sell and close accounts. Your MoneyFit presenter holds an MBA in finance.
•· A banker, insurance person, or stockbroker is going to sell you their product. The focus of MoneyFit is to help you understand what you have or are going to have from all perspectives.
•· Other seminar presenters try to put you in a box with a pre-determined "one size fits all" financial plan. I am open to discussing different ideas to find out what is right for you and your situation.
•· MoneyFit uses tools typically not found at money workshops-where else can you work on money and have fun?
My goal is to take the mystery out of money so you can grow it and keep it safe. I'll help you avoid being at the mercy of others who have more facts than you do.
What topics will we cover?
Here are a few things we will go over, in addition to answering any questions you may have:
•· Budgeting-Yes, this can be fun, and it can give you great insights into where your money goes.
•· Wills-You probably don't want to worry about this, as there are more immediate things going on in your life right now. But if you don't have a will and something happens to you, the government gets to decide what happens with your estate. Wouldn't you rather be the one who makes those decisions?
•· Insurance-Find out how to protect yourself and your loved ones from unforeseen events.
•· Goal planning-If you don't know where you're headed, how will you know when you get there? MoneyFit provides great planning tools to map out your future.
•· Credit-Find out how to see what your credit looks like so you can have more leverage with lenders.
•· Debt payoff-We'll talk about what types of debt are good and bad. And if you want to pay off your debt, we'll work on doing that!
•· Savings-Find out how to grow your assets so you can have more control over your future lifestyle.
Did your eyes glaze over and your stomach tighten up after reading what we will cover? Don't panic or start to worry that this is not for you. I promise you that I will make it fun and easy and that I will support you the entire time. Talking about money is fun and easy for me, and I can help you through it!
Everyone is capable of doing this, and I will not let you fail!
Cost: $150 per person or $225 per couple (must be working on the same financial plan). Cost includes the MoneyFit Workbook for the class and snacks to keep you going. (Lunch is on your own.)
When: January 16, 2010, from 9 AM to 3 PM
Where: Westside Community Center, Omaha, Nebraska
Reserve your place today! Workshop is limited to 30 people.