Transform Your Finances!

Do your finances seem stuck?

Flourish with your finances to find your path toward financial independence! 

Join us for a personal finance workshop that offers education on building wealth and well-being to help you achieve your life goals and take control of your finances.

This workshop best serves households with incomes not surpassing $250,000.

You gain insights into planning area principles that include:

• Mindset and goals
• Cash flow and debt
• Insurance and protection
• Investments and tax
• Employee benefits
• Retirement
• Estate

Our content isn't just about finances but also includes mindset and well-being—a holistic approach you rarely encounter.

Your workshop is facilitated by Dr. Preston Cherry, Investopedia Top 100 Advisor and CFP professional.

Working with Wealth Advisors at Concurrent costs thousands to receive the valuable, comprehensive financial advice our clients seek.

That's why we offer a financial education workshop to meet people where they are in their journey.

Join our transformative workshop for the accessible price of $497.

When you register and refer a friend or family member who registers, you each receive a $50 discount. 

There's no better time than to Flourish With Your Finances!