Transform Your Finances!

Do your finances seem a little wintery?

Spring Into Your Finances with a new season of confidence and clarity!

Join us for a personal finance workshop that provides wealth-building and well-being education that helps you achieve your life goals and empower your finances.

This course 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 financial advice our clients advocate for.

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

Join our transformative workshop for the accessible price of $799.

When you register and refer a friend or family member who registers, you each receive a $100 discount. 

There's no better time than to Spring Into Your Finances!