Page 2 - Goal Mapping in the Financial Planning Process
P. 2

Program Highlights Include:




                        Understanding the Goal Planning Process

                        Goal  Setting your Financial “Wish List”

                        Agreements vs. Goals


                        Experience the Power of Intelligent Thinking

                        Thinking from the Heart

                        Retirement Considerations

                        Medicare Made Easier

                        Acquiring worthwhile investments









                  Workshop Includes:






                    Continental Breakfast

                    Special handouts; pad and pen








                                                        Costs:



                                            *$195.00 per person
                          For more information and details contact


                                  Ira B. Marshall at 408-779-4049

                     ira@iramarshall.com  •  www.iramarshall.com
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