Financial Freedom Virtual Summit
July 2nd Live Stream
10 AM - 4PM ET
Financial Freedom Virtual Summit July 2nd Live Stream 10 AM - 4PM ET
Build your Freedom Plan with an easy to use app that does the work for you and connects you with the speakers live at the event. Use it on your desktop and Apple or Android device.
60 minutes Making Your Taxes Work For You (Tax Planning)
60 minutes Saving for Your Freedom Plan (Retirement Plans)
60 minutes Build a 5 Star Investment Portfolio (Choosing Investments)
60 minutes How to Create Generational Wealth in America (Estate Planning)
Founder at Pocket Planner Inc.
Subject: 3 Steps to Building Your Freedom Plan.
Associate at Ivins, Phillips & Barker Washington, District Of Columbia.
Subject: How to Create Generational Wealth in America.
Understand how to align your budget with your goals effortlessly
Learn how to build an investment portfolio for you and your children
Set goals that can improve your life and fulfillment
Gather the right information in minutes using a safe & simple process. Get control over your finances quickly by placing your documents in a single portal with secure access.
Connect with a specialist for help with questions about your situation. Whether you’re looking for a second opinion or want help on a long term basis you’ll have access to a network of licensed professionals.
Model your desired outcome and the steps to get there. Try different techniques to reach your goal so that you know your options and choose what you’re most comfortable with.
Use industry leading encryption and protection to keep your financial information well protected.
Print a Net Worth, Cash Flow, Investment or Retirement report in minutes. Easily share these reports with your advisor or print them for your personal records.
Connect your financial accounts by just logging in.Your financial plan is built on your actual information like your budget and account balances, instead of hypothetical information that may not be accurate.
Leave the Financial Freedom summit with a plan to meet your goals. During each live stream session you’ll see how you can implement the advice in minutes. To help you further, you’ll be able to text questions during each session and even connect directly with the speaker to answer your questions during or after the event.
Continue your growth towards your goals by taking your plan with you after the event. Use the Freedom Plan to keep track of your progress and financial well being. Each attendee will receive a complimentary Freedom Plan for attending.
Preview what your legacy could be with a look at your finances until age 86. Learn from our Use your Freedom Plan to map the impact of saving and spending over time. You can use this information to help plan for the well being of your family
Take control of your finances by collaborating with specialists who offer more than just wisdom. You’ll have a direct access to speak or work with them in the future.
An interactive experience that allows you to come with nothing and leave with a plan and clear instructions. Each 45 minute session includes PDF worksheets and a live chat.
5850 Waterloo Rd, Suite 140
Columbia MD, 21045.
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