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Goal Setting and Financial Planning Workshop

This month we will not be having our usual networking meeting.  Instead our bootcamp members will be spending the evening building their investment blueprint and setting up their 2018, 2023, and 2028 goals!!

This workshop will consist of completing the in depth financial planning spreadsheet which will in turn help create your investing blueprint and portfolio mix as well as completing the goal setting worksheet to help develop your strategic, and tactical plans so you can have a clear picture of the daily actions you need to take to get 1 step closer to your investing goals.

We will open this session up to 6 additional participants who are serious about taking their investing to the next level in 2018 and want to build a solid foundation to work from.


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January 22, 2018
8:00 am - 5:00 pm
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