Menu

 

 

 

Are you financially compatible ?
 
 
Attend our Financial Compatibility workshop to learn real and measurable ways to get on the same financial page: 
  • What is a Financial Date Night?
  • What is pay yourself first?
  • Learn strategies to increase your plan for tomorrow.
 
Event Details:
  • Date: Thursday, September 13, 2018
  • Time: 6:00-8:00 PM
  • Location: Woodland Hills Library | 22200 Ventura Blvd., Woodland Hills, CA 91364
  • One year of DecisionCoach will be raffled off at the end of the workshop.
    Software platform and four financial coaching sessions up to one hour each.
 
 
Register below or call 818-444-7880.
For ADA accommodations, call (213) 228-7430 at least 72 hours prior to event.

 

Hosted by:

ROBERT WHEATLEY
MANAGING VICE PRESIDENT

SALLY GOYA
WEALTH ADVISOR

TODD GURVIS
Vice President of Wealth Planning

Register by filling our this form

  

Robert Wheatley is a registered representative for LPL Financial (LPL) and an Investment Advisor Representative (IAR) for Trilogy Capital (TC). Securities offered through LPL, Member FINRA/SIPC. Investment advisory services offered through TC, a Registered Investment Advisor.  TC markets advisory services under the name of Trilogy Financial (TF), an affiliated but separate legal entity.  TC and TF are separate entities from LPL. | CA Insurance License #0B79742

Sally Goya has no affiliation with LPL Financial. LPL Financial can’t be held responsible for any direct or incidental loss incurred by applying any information offered. She is affiliated solely through Trilogy Capital (TC). Investment advisory services offered through Trilogy Capital Inc., a Registered Investment Advisor.  Trilogy Capital markets advisory services under the name of Trilogy Financial, an affiliated but separate legal entity. | CA Insurance License #0G06355

Todd Gurvis is a registered representative for LPL Financial (LPL) and an Investment Advisor Representative (IAR) for Trilogy Capital (TC). Securities offered through LPL, Member FINRA/SIPC. Investment advisory services offered through TC, a Registered Investment Advisor.  TC markets advisory services under the name of Trilogy Financial (TF), an affiliated but separate legal entity.  TC and TF are separate entities from LPL. | CA Insurance License #0B60459.

Go to top