**Monthly Budget Class**
You’re Invited To A VIP Client Event the 1st Wed of Every
Month (virtually w/ me at my office)!
RSVP below to reserve your seat! We will start right at 6:30p.
Virtually (for now) via Zoom: RSVP here – CLICK HERE
Agenda: Budgeting – Debt isn’t a math problem, it’s a behavior problem!
– Budgeting 101 and how to complete & stick with your budget – 6-Steps to Financial Freedom w/ Dan
– Take the Financial Awareness Test – Dan Keller Financial Awareness Annual Test
– Where Are You Now Wealth Test – Download HERE
– How to begin investing (401k, stocks..) Guest speaker: my financial planner
– How to invest in real estate
– Long-term retirement calculations – How Much Do I Need To Retire? CLICK HERE
– Credit score – how to improve it and what debts to pay off
Let me know if you have any questions! I look forward to seeing you this month!
My email is email@example.com