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ARE YOU CURRENTLY ON
THE RIGHT TRACK?
Do you know the four critical signs to ensure you are on
the right track? Learn real and measurable tools to help you
achieve your retirement goals.

DISCOVER YOUR
DECISION MAKING STYLE
Understanding how you make decisions is the starting point
to making a more informed decision in the future. Your unique
decision making style speaks to your strengths and also speaks
to your greatest weakness.

ATTEND AND WIN
One FREE year of Trilogy Financial's DecisionCoach will be
raffled off during each workshop. An $800.00 value, that
includes the financial planning software platform and four
financial coaching sessions up to one hour each.

You've built a career, set some goals and achieved a few along the way. But is financial security really within your grasp? The Mid-Career Acceleration workshop is designed to give you the reliable tools and practices which can get and keep you on the path all in a friendly intimate setting.
WHO SHOULD ATTEND?
AT THIS SESSION YOU CAN:
  • Learn how to avoid the average investor mistakes that derail people in the middle of the race.
  • Discover your financial decision-making style and what it means for your future.
  • Learn how avoiding (and taking risk) can make all the difference over the next decade.
  • Understand how balancing risk and reward can accelerate your financial tomorrows.
  • Expore how greater tax control today can have a real effect on your future.

UPCOMING LOCATIONS
More events coming soon.

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