$799.00 USD

LMB® Personal Finance Workshop: Spring Into Your Finances!

Transform Your Finances!

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

Purchase your guaranteed seat today!

What People Are Saying:

"During our time with Preston, we learned how to communicate our financial desires individually and as a couple. While my husband and I had similar goals for retirement, we differed on how best to proceed toward them. Preston helped us identify our current financial picture and clarify our future goals. Through coaching and financial education, we gained confidence in planning and taking steps toward living the lives we wanted in retirement."

Hear from one of our favorite clients: MARVIN & ANDREA WEALTH BUILDERS & RETIREMENT TRANSITIONERS, CORPORATE & HIGHER-EDUCATION PROFESSIONALS