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Please Join Us for MASTERCLASS | Your Road to Financial Independence

We will share real-life stories of how setting goals and taking actionable steps can help you achieve your goals.  Gain insight into our financial planning approach that may help you focus, mitigate risks, and stay on course towards financial independence.

SAVE THE DATE

SAVE THE DATE

We are excited to have James as a special guest on “Ask Marilyn” He is the World’s Leading Authority on Speaking and the #1 Speaking Coach & Trainer. James is recognized as one of the most requested, in-demand business and motivational keynote speakers and marketing consultants in the world. He was featured on the Hit ABC TV Show, Secret Millionaire, and was twice named National “College Speaker of the Year.”

Please join us as James will share how his early career pivoted into a successful speaking, coaching, and consulting business. He will also take us through the steps of why and how he built his financial house.

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MasterCLASS Lesson 1 

MasterCLASS Lesson 1 

Set the stage to define Your Work, Wealth and Worth. Discover what drives you, what makes you happy and why it makes you feel worthy.

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MasterCLASS Lesson 2 

MasterCLASS Lesson 2 

Plan the steps, set expectations and understand the costs to meet your goals.

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MasterCLASS Lesson 3

MasterCLASS Lesson 3

Understand a portfolio make-up that works for you to help fund your journey towards and build financial independence.

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MasterCLASS Lesson 4 

MasterCLASS Lesson 4 

Sail through any weather! Even with careful preparation, life is unpredictable. Set realistic expectations and learn how to manage your risks.

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MasterCLASS Lesson 5 

MasterCLASS Lesson 5 

Like any adventure, your future is full of possibilities, risks and rewards. A back up plan is an essential component of planning. Preserve, persist and set your new course.

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