This $100 workshop is designed to help financial professionals bridge the gap between career success and personal fulfillment. Just as financial statements track assets and liabilities, this workshop will provide a structured approach to evaluating and improving different aspects of life. Attendees will gain the tools to recognize what adds value and what holds them back.
AGENDA
How to assess your personal "Balance Sheet of Life"
The 10 key life assets and their potential liabilities
How to apply financial principles to personal growth
Strategies to enhance each life asset while mitigating risks
How to set and track S.M.A.R.T. goals for a balanced life
ADDITIONAL INFO
When:
Monday, March 24, 2025 · 8:30 a.m.
Central Time (US & Canada)
Webinars, CPE, and Training from Jackie Meyer Group, TaxPlanIQ, Certified Concierge Accountant, and Certified Concierge Tax Advisor. Visit Jackie.CPA for more