Create Your Compass Workshop February 27th

This immersive workshop is your opportunity to pause, reflect, and begin shaping a meaningful path forward. Together, we’ll walk through the Compass: Live Greatly® Guidebook in an interactive and supportive environment, with guidance from a certified life coach and real-time access to facilitators to help you every step of the way.

What you can expect:

• Personal clarity: Deepen your Life Design journey and align your financial planning with a purposeful life vision.
• Interactive workbook session: Walk away with a completed Create Your Compass guide that reflects your definition of living greatly.
• Community & connection: Engage with peers navigating similar life phases and learn from their goals, insights, and experiences.
• Expert guidance: Benefit from live coaching and facilitation to ensure you’re supported throughout the day.
• Comforts & connection: Enjoy a light breakfast with coffee, snacks, lunch, and breaks throughout the day on the patio.

Agenda:

• 8:30 AM – Doors Open & Breakfast
• 9:00 AM – 12:00 PM – Session One: Introduction, Life List & Values
• 12:00 – 12:45 PM – Lunch Break
• 1:00 PM – 4:00 PM – Session Two: The 5 Areas of Life & Action Planning

We hope you’ll take this meaningful step with us. It’s time to gain clarity beyond finances, but in the life you’re creating.