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Quarterly Finance Bootcamp #1: 7 Steps to Get Your Financial Life in Shape
About This Webinar
Want to be more confident about your financial future – but feel too busy and overwhelmed and not sure where to start? We can help you take the first step, which is the hardest part - and the rest will become clearer and more manageable as you work towards securing your financial future. Join Julia M. Carlson, CEO and Founder, and Catherine Valega, CFP, CAIA of Financial Freedom Wealth Management Group for this live, interactive finance bootcamp!
Julia and Catherine will share real-life examples to help take the fear out of finances, empower you to act, and inspire you to pursue financial freedom. Join us on Wednesday, February 17, 2021 at 12 p.m. CST for the 7 steps to get your financial life in shape.
Agenda
- How to take control of your money. We’ll address your personal and business finances.
- How to achieve a healthy money mindset. We’ll guide you through an interactive exercise to uncover your money fears, and start you down the path towards a mindset of abundance.
- How to manage your money in and out of your relationships. We will provide proactive suggestions for successful conversations around money, creating synergies with your partner.
- How to plan and invest for your future. Julia will share many of her hard-earned secrets about building personal and professional wealth garnered from her 20+ years of building her own thriving wealth management practice.
Categories:
BUSINESS & FINANCE
CAREER
COACHING
EDUCATION & LEARNING
PROFESSIONAL DEVELOPMENT
SUPPORT GROUPS
Who can view: People who attended or registered for the webinar only
Webinar Price: $5.00
Featured Presenters
Finance Expert
Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group LLC, has been practicing financial planning for more than 20 years. At the age of 23, she married her entrepreneurial spirit to her desire to help others and started her own business.
Julia’s passion has always been about helping people win with money through financial education. She loves to inspire others to follow a plan for growth and pursue financial freedom. In 2017, Julia wrote a book titled, “Fit Money, 7 Steps to get your Financial Life in Shape,” in which she shares her personal experience of losing weight and getting in the best shape of her life while also teaching how those same strategies can be used to become financially strong.
Today, her dream of serving her community by becoming a financial advisor has turned into so much more. Financial Freedom Wealth Management Group has grown to a staff of 15 and has 6 locations throughout Oregon and Southwest Washington and has experienced 28% compounded growth rate since 2013. Julia is recognized for her expertise on topics relating to tax strategies for retirement and distribution planning and is also qualified to provide comprehensive exit planning services to business owners.
As an award-winning advisor, in 2018 - 2020, Julia was named by Forbes as one of the Best-In-State Wealth Advisors in Oregon, as well as a Forbes Top Women Wealth Advisor. Her company was also chosen as an Outstanding Practice for Diversity and Inclusion by InvestmentNews recognizing her for building a business that fosters diversity internally and the importance of embracing a diverse clientele.
Julia’s passion has always been about helping people win with money through financial education. She loves to inspire others to follow a plan for growth and pursue financial freedom. In 2017, Julia wrote a book titled, “Fit Money, 7 Steps to get your Financial Life in Shape,” in which she shares her personal experience of losing weight and getting in the best shape of her life while also teaching how those same strategies can be used to become financially strong.
Today, her dream of serving her community by becoming a financial advisor has turned into so much more. Financial Freedom Wealth Management Group has grown to a staff of 15 and has 6 locations throughout Oregon and Southwest Washington and has experienced 28% compounded growth rate since 2013. Julia is recognized for her expertise on topics relating to tax strategies for retirement and distribution planning and is also qualified to provide comprehensive exit planning services to business owners.
As an award-winning advisor, in 2018 - 2020, Julia was named by Forbes as one of the Best-In-State Wealth Advisors in Oregon, as well as a Forbes Top Women Wealth Advisor. Her company was also chosen as an Outstanding Practice for Diversity and Inclusion by InvestmentNews recognizing her for building a business that fosters diversity internally and the importance of embracing a diverse clientele.
Expert
Catherine is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Alternative Investment Analyst. She holds her FINRA Series 7, 63, and 66 with LPL Financial, and is also a registered Life, Accident, Health, Property & Casualty Insurance agent.
She is passionate about building long-term relationships with clients and creating customized plans to help them reach their goals.
Catherine received a bachelor’s degree in Economics from the University of Pennsylvania, and a master’s degree in International Relations from the Johns Hopkins School of Advanced International Studies. She is a member of the Financial Planning Association, Boston Women in Finance, and CAIA.org. She speaks French fluently and is proficient in Spanish and Italian.
She enjoys traveling and staying active with her husband and their four daughters. Her cat and golden doodle round out her family.
She is passionate about building long-term relationships with clients and creating customized plans to help them reach their goals.
Catherine received a bachelor’s degree in Economics from the University of Pennsylvania, and a master’s degree in International Relations from the Johns Hopkins School of Advanced International Studies. She is a member of the Financial Planning Association, Boston Women in Finance, and CAIA.org. She speaks French fluently and is proficient in Spanish and Italian.
She enjoys traveling and staying active with her husband and their four daughters. Her cat and golden doodle round out her family.
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