Creating a Budget - Creating your Future 

 

Anticipate money mistakes and financial pitfalls - before they effect you or your business!

Creating a budget is a key way to help you turn your dreams into reality. Anticipating money mistakes and financial pitfalls is a key part of both your personal and your business financial well-being. By committing to creating a budget, your chances of succeeding with your personal finances or your  business finances are improved. It's like a roadmap helping you anticipate future needs, spending, profits and cash flow. It may also let you spot problems so you can switch gears.

The workshop will:

• Explain common money mistakes and offer an overview of potential impacts
• Explain the discipline needed to assemble and maintain a budget
• Describe the components you should include in your budget

*** FREE ***

Free Parking, Lunch Provided

Presenter

Jonathan Mabb has been helping his clients build wealth and plan their financial future since 2005.  He holds the designation of a RICP (Retirement Income Planner) and LUTCF (Life Underwriter Training Council Fellow).  As a Financial Advisor he helps people create, grow, and protect their wealth. They are then able to think less about money and more about what matters to them.

He believes in getting to know his clients' unique situations and educating them on what solutions are available to them. Getting to know his clients allows him to create a customized strategy to fit their individual needs and desires. Educating his clients allows them to make their own well-informed financial decisions.

His personal goal is to become a lifetime resource for every client. He will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Register Now!