Playbook Workshop Series | Elevate Wealth Advisors

Playbook Workshop Series

Register for Our Upcoming Playbook Workshop

Use the form below to reserve your spots. Feel free to invite your family, friends, or colleagues – just make sure that they register too. We’ll be sending out more information as well as the webinar link to the email you provide. You can also email us or give us a call at (503) 607-0809.

Overview of the Playbook Workshop Series

Spring Playbook Workshop

Wednesday, April 28, 2021
5:30pm – 6:30pm

Topic: Understanding Your Goals and Objectives

We document our goals because it’s the first step in successfully accomplishing them.  We clearly articulate our goals so those who help us understand what we are after. 

Finally, spending time on our goals allows us to reflect and refine them.

Moderator: Ben James, CFA, CFP
Special Guest Speakers: Brian and Maryann Remsburg
Owners of Adventurous Life Coaching

Summer Playbook Workshop

July 2021

Potential Topic 1: Get Your Financial Household Statements in Order — Get rid of clutter!

Potential Topic 2: Clarify Your Financial Goals — “If you fail to plan, you plan to fail” – Benjamin Franklin

Fall Playbook Workshop

October 2021

Winter Playbook Workshop

January 2022

Playbook Workshop Series Information

Why
Because you want the best holistic financial organization system for your house, rather than not knowing what to do with all those statements and letters that show up in the mail.

Because you think you have needed a Will forever, but you still don’t have one—and a Power of Attorney is something you’re curious about.

Because you have a $500 question for a financial advisor, a lawyer, a tax professional, etc. that you have been waiting to ask.

When
We will hold a Playbook Workshop once every quarter (January, April, July, October)

Format

Our Playbook Workshop Series will be held virtually. We’ll be doing webinars through the program Zoom. This is our temporary solution to continue to bring you education during this time. Please let us know if you would like any help getting set up and making sure that you’re ready for the next webinar!

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