Sunday, November 2, 2008 - 10:59 pm

*** NEXT WEALTH HEALTH INTENSIVE SCHEDULED - GET IN EARLY FOR GREAT PRICE***

We just wrapped up the first ever Wealth Health Intensive.  At the end of the 12-hour event, while tired the participants were excited for all they had learned.  We simply HAD to offer this event again and will bring it to you in January, 2009. 

Sign up now and SAVE $345.  Regular tuition for the program is $795, but if you register and pay before November 15th, you can get in for $450 ... and a second person (spouse or family member) get's to go for Free.  More details below.

Your investment in this one-day program will give you a 1000% return in the first couple of years - and could help you add to your wealth by a factor of 100 within 10 years.  In addition you will sleep better at night and enjoy a life with less stress and fewer financial worries.

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Financial Planning for Everyone

FAMILY WEALTH HEALTH INTENSIVE WORKSHOP

In your lifetime, you will seek medical advice many times.  You'll sit in Dentist chairs more than you want (talk about painful and expensive).  You will have need of legal services from lawyers, too.  I want financial planning to become a part of everyday life for most Americans, too.

And yet, most of you will never enjoy the benefits of working with a professional in developing a financial strategy for a secure future for your family.  You handle money everyday - but the odds are against you getting advice on this from someone who holds your best interests as their primary concern.

That is just plain sad.Getting good, unconflicted financial advice from a CERTIFIED FINANCIAL PLANNER professional isn't cheap.  For the first year, our average client will pay $2500 to $5000 in fees.  This is a good deal since we usually can save them two or three times that amount in taxes and other hidden fees.

Still, for the average person - $2500 is a lot of money.

THE SOLUTION

So we have created a one-day workshop to deliver the bulk of the educational material and many of the tools I share with my clients every day ... but it is available to you for about a quarter of the cost of a regular financial plan.

This is a one-day, all-day "Intensive" and it will be intense.  We start at 9am and go until 9pm with a few short breaks including time for lunch and dinner.  In the course of this day we will cover everything from insurance coverages to estate planning, investment allocation strategies to cash flow management techniques.  We'll even do a couple of values clarification exercises so you will have clarity of the things in life that are truly most important to you.

The workshop uses Accelerated Teaching techniques to deliver important financial information you need to know in such a way that (a) you will learn more, (b) you will learn it faster and (c) you will retain that information longer.

When it is over and you are driving home, you will:

(a) have greater clarity of your goals, life mission and vision and your values (the things that are most important to you).  You will know where you are going.

(b) have confidence that you are on track to enjoy a secure future with your family.  I will give you a solid, foundational understanding of all the major elements of personal financial planning including what to watch out for when a financial salesperson is trying to sell you a product.

(c) have less financial stress in your life.  I will share access to tools and techniques you can use to pursue your life goals including web-based software to manage cash flow and update your current financial position on a daily basis (automatically).

Compared to the normal cost of a full wealth-coaching engagement with my firm or any CFP® professional, the cost of this one day event is a bargain at just $795.  With this one day workshop, you will get everything my regular clients get except the one-on-one coaching and the written strategy (although you may add these for a nominal fee).

Think about it - Just $795

$795 will get you and your spouse (or one other family member) into an incredible event which will take financial stress out of your life and help you make smart choices with your money - not $795 each ... $795 for both of you together.  Programs like this usually run $1200-$2000 PER PERSON, but you can both attend for only $795.

Call my office to learn more and reserve your space - 805-476-0333

EARLY BIRD SPECIAL - Even though this is a great deal at the regular $795 tuition, we want to make it irresistable for you to try it out.  So if you register by November 15, we will slice $345 off the regular price (not quite half).  You can be a part of this workshop for just $450 ... and your spouse or a second family member STILL gets to go for free.

This offer absolutely will end on Saturday night, November 15th or when all the spaces are filled (whichever comes first).  Call in and reserve your spot now - 805-476-0333.  Even if it is after hours, leave a message and we will call you back.  Financial education worth $2500 or more - all for $450.  Make the call now.

FINANCIAL LITERACY TOOLS YOU CAN USE

As for the other 95% of Americans, they grasp few (if any) of these concepts. 

The secrets I will to reveal to you are the difference between “enjoying a rich and fulfilling life” and “never quite making it.”

YOUR RELATIONSHIP WITH MONEY NEEDS TO BE DIFFERENT

The solution lies not in how you “think” about money … but how you “feel” about money.  I know that sounds a little strange, but its true.  Intellectual knowledge won’t stop you from spending.  Sound advice from your financial planner won’t stop you from making an unwise purchase.  Threats from your spouse or family - or even bill collectors - won’t stop you from caving in to the buying impulse.

Be a part of the first ever, Family Wealth Health Intensive workshop.  Do yourself a favor and sign up today and ask for your pre-registration bonus.

Call 805-476-0333 right away for more information and to reserve your space.

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In order to learn this information, you must register to this site.  Registration is free and takes only a minute.  Unlock the secrets of the wealthy.  If you haven’t yet registered, do so now.  Then sign in, learn the five secrets of the wealthy and begin to change your life.