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Project 100 Free Financial Workshop

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There are 8,760 hours in a year. How much time do you spend working on your financial plan each year?

About this Event

The #Buildwealth Movement decided to collaborate with the Urban Financial Services Coaltion - San Francisco Bay Area Chapter to bring you a free financial planning workshop that will be change the way you THINK and FEEL about financial planning.

We will be hosting this virtual session every 2nd & 4th Wednesday from February - December. In order for this workshop to take place, we need a minimum of 20 registrations within two days of the scheduled workshop. For example, every workshop is taking place on a Wednesday. If we don't have a minimum of 20 registrations by 6:30p (PST) Monday, then the workshop will not happen on Wednesday.

This is a free event and we feel that having a minimum of 20 registrations should not be that hard of a task. Thus, if you sign up, we highly encourage you to ask a friend to consider attending.

Once we have confirmed that the minimum was achieved, all of the workshop materials will be emailed to the registrants.

Workshop details:

Facilitator: Mr. #Buildwealth

The 15-minute plan

Many people express 3 primary concerns as it relates to financial planning:

  1. They don't have enough time to do a financial plan
  2. They don't understand why they need a financial plan
  3. They don't understand how a financial planner/advisor can help

The 15-minute plan will assist with laying the foundation and addressing all three of those concerns and more! 15 minutes is by no means enough time to do a comprehensive financial plan but it's a start. Not only will this plan jump start your personal financial planning program, it will also serve as a good check up for those who have already done some planning.

Attendees will walk away from this session and will know specifically what areas they need to prioritize as it relates to their unique financial situation.

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