Learn

Make Confident
Financial Decisions

Get Control of your future and get the financial eduction you never received in school.

Learn More

Get Away

Achieve Financial Freedom

Take time out of your busy schedule to learn the important principles that will help you to achieve your financial goals.

Learn More

Learn

Make Confident
Financial Decisions

Get Control of your future and get the financial eduction you never received in school.

Learn More

Get Away

Achieve Financial Freedom

Take time out of your busy schedule to learn the important principles that will help you to achieve your financial goals.

Learn More

What you will Learn

Eliminate Financial Confusion and Control Your Finances

Slide Be able to recognize the true risks you face as a practice owner and what you need to consider changing as it relates to the practice and how it’s connected to the household Icon of a checklist Slide Understand the rules on how to convert practice profits to personal wealth and better organize income, expenses and taxes for more financial control Icon of a chart Slide Complete an exercise that evaluates multiple income sources in your practice so you can focus on the areas that have the highest income potential Slide Learn the 10 characteristics that separate the elite practice owners from the average and how to change the trajectory of your financial future Icon of a chart Slide Learn how to become debt-free, protected, invested and set-for-life through practical exercises and proven methods Slide Learn the nine steps of a successful owner transition through exit and how to build systems in the fi ve key areas of the practice that create the most value and add additional value to the bottom line Slide Know how to spot a financial mistake before it happens and how to identify and protect areas exposed to considerable loss in your practice and household Icon of a hand holding money

What you will Learn

Eliminate Financial Confusion and Control Your Finances

Slide Be able to recognize the true risks you face as a practice owner and what you need to consider changing as it relates to the practice and how it’s connected to the household Icon of a checklist Slide Understand the rules on how to convert practice profits to personal wealth and better organize income, expenses and taxes for more financial control Icon of a chart Slide Complete an exercise that evaluates multiple income sources in your practice so you can focus on the areas that have the highest income potential Slide Learn the 10 characteristics that separate the elite practice owners from the average and how to change the trajectory of your financial future Icon of a chart Slide Learn how to become debt-free, protected, invested and set-for-life through practical exercises and proven methods Slide Learn the nine steps of a successful owner transition through exit and how to build systems in the fi ve key areas of the practice that create the most value and add additional value to the bottom line Slide Know how to spot a financial mistake before it happens and how to identify and protect areas exposed to considerable loss in your practice and household Icon of a hand holding money
 

Event Details

Clearwater Beach, Florida

Known for glistening white sandy beaches and the majestic crystal blue water of the Gulf of Mexico, the location of our 2 1/2-day event is held overlooking the sparkling bay.

After each day of learning, you will have your choice of activities to explore with countless options for dining, shopping, and entertainment… AND SUNSETS!

This is the perfect retreat to learn the financial principles you and your family need to know by day, and relax and recharge by night.

Join Us
  • R.H.
    Before this class I had no clue about Transition Planning. I NOW know there is hope and a way to financially achieve success and be financially secure upon retirement. Thank you for giving me piece of mind for my future.”
    R.H.
  • C.A.
    It helped my husband and I have better joint vision of the household. We have a lot less arguments about money now.
    C.A.
  • K.C.
    We started our marriage 5 years ago barely even able to have a conversation about money, and today my husband verbally validated that we are a team in this process. Thank you for your hand holding! No stress finances is a reality for our future!
    K.C.