Create Your Compass Workshop July 25th
This immersive workshop is your opportunity to pause, reflect, and begin shaping a meaningful path forward. Together, we’ll walk through the Create Your Compass guidebook in an interactive and supportive environment, with guidance from a certified life coach and real-time access to facilitators to help you every step of the way.
What you can expect:
- Personal clarity: Deepen your Life Design journey and align your financial planning with a purposeful life vision.
- Interactive workbook session: Walk away with a completed Create Your Compass guide that reflects your definition of living greatly.
- Community & connection: Engage with peers navigating similar life phases and learn from their goals, insights, and experiences.
- Expert guidance: Benefit from live coaching and facilitation to ensure you’re supported throughout the day.
- Comforts & connection: Enjoy a light breakfast with coffee, snacks, lunch, and breaks throughout the day on the patio.
Agenda:
- 8:30 AM – Doors Open & Breakfast
- 9:00 AM – 12:00 PM – Session One: Introduction, Life List & Values
- 12:00 – 12:45 PM – Lunch Break
- 1:00 PM – 4:00 PM – Session Two: The 5 Areas of Life & Action Planning
We hope you’ll take this meaningful step with us. It’s time to gain clarity beyond finances, but in the life you’re creating.
Event date(s)
July 25, 2025 9:00 AM
Reflect, refocus, and realign. Your journey to Live Greatly® starts here.
THIS EVENT IS OPEN TO THE GENERAL PUBLIC.
IF YOU ARE A CURRENT CLIENT, PLEASE CONNECT WITH YOUR ADVISOR.
IF YOU ARE A CURRENT CLIENT, PLEASE CONNECT WITH YOUR ADVISOR.
THIS EVENT IS FOR CURRENT CLIENTS ONLY.
THIS EVENT IS AVAILABLE FOR THE GENERAL PUBLIC AND OUR CURRENT CLIENTS.