100 Series

Money can be a positive energy source in your life.

There is a practical, simple path to greater health and wealth, and it’s available to everyone.

We’ve developed a set of interactive workshops to address specific financial questions, situations, and concerns that will give you what you need to be able to implement a healthy financial strategy.  Create a custom plan to evolve with your money.

Cost:  $300/person, $500/couple.

Location: CloudPort, 63 Federal Street in Portland

When:  Two options, your choice- Tuesdays, 6-7:30pm OR Fridays, noon-1:30

Instructor: Tom Shepard, CFP, Author, Teacher, Coach

Workshop Descriptions:

101: Breaking Money Patterns, Evolve with Your Money (10/2, 6-7:30pm or 10/5, noon-1:30)

Objectives:

  • Break free of money patterns that keep you stuck.
  • Get a new mindset regarding your finances.
  • Respond rather than react to financial situations.
  • Know how your brain is hardwired to relate to money.
  • Know how to motivate yourself to evolve out of financial insufficiency.

102: Spending, Budgeting, Neutralizing Emotions around Money (10/9, 6-7:30pm or 10/12 noon-1:30)

Objectives:

  • Make sense of your current financial level.
  • Feel confident in your financial roles.
  • Begin to balance your spending on wants and needs.
  • Have the tools to create an accurate picture of your finances.
  • Evolve out of a sufficient financial level.

103: Working, Earning, and Income (10/16, 6-7:30pm or 10/19, noon-1:30)

Objectives:

  • Know the many different types of possible income including unearned income.
  • Gain the tools to work through your current financial level to the next, higher level.
  • Accurately track your pursuit of financial goals.
  • Know when to work harder and when not to.
  • Know how to evolve past an efficient relationship with money.

104: Saving, Preparing, Protecting (10/23, 6-7:30 or 10/26, noon to 1:30)

Objectives:

  • Know the definition of saving.
  • Understand how to increase your capacity to save money.
  • Know when to protect, manage, and pursue savings.
  • Understand saving as part of preparing for your future.
  • Understand “thrifty” vs “cheap.”

105: Investing, Creating, Multiplying (10/30, 6-7:30pm or 11/1, noon-1:30)

Objectives:

  • Know the definition of investing.
  • Know the reasons to invest your money.
  • Understand the creative power of your money.
  • Know how money can create more value.
  • Know when to hedge against risk, diversify your income, and create more value.

106: Leverage, Collaboration, Ease (New Dates: 11/6, 6-7:30 or 11/9, noon-1:30)

Objectives:

  • Know how money can make your life easier.
  • Know the difference between leverage and debt.
  • Know what tools & assets you have available to leverage.
  • Know how to evaluate financial decisions for greatest return with least effort.
  • Know when effort will lead to greater opportunities for leverage and ease.

107: The Gift of Financial Health (New Dates: 11/13, 6-7:30 or 11/16, noon-1:30)

Objectives:

  • Know the difference between giving and spending.
  • Know how giving is part of a healthy financial strategy.
  • Know how to balance giving & receiving.
  • Know how your gifts fit into a true net worth analysis.
  • Know what comes next for you financially.

Space is very limited. Please sign this document and return it to erin@currencycamp.com or mail to Currency Camp 63 Federal Street Portland, ME 04101 to secure your space. 

 

2019 Dates:

Session 1: 1/15-3/8 (not meeting 2/19 & 2/22)
Session 2: 4/23-6/7
Session 3: 10/1-11/15