P & L (Profit & Life) is a signature event series produced by amount financial to help you secure your tomorrow.
Join us for an easy, interactive workshop to create the legal documents YOU need to protect yourself and your family's future, map out a long term financial plan, set up protective measures for your loved ones ( (grandparents, parents, children), and change YOUR money story to give yourself the most life options as possible.
The workshops are done in a hands-on format that will make sure every attendee leaves with documents complete and plans in-tact. The event series is led by by Dr. Nicole Garner Scott (Founder of Amount Financial) in conjunction with some of the nations top financial experts and product facilitators .
Profit & Life™ is a step by step workshop designed for ACTION - you will complete this event putting your financial future in order and not leaving anything up to chance.
What To Expect:
A live event helping you to plan your will, your trust, solidify your life insurance, restore your credit, create a retirement plan, learning how to break into investing and more
7 Interactive Modules on every phase of setting up your tomorrow that will appeal to a mutli-generational audience (so bring your child, your parents, or your grandparents with you... no putting off tomorrow, what can be done today)
Comprehensive, clear trainings and documents that are legal in all 50 states. You will receive your four mandatory “future securing” documents to protect you and your family. To include your will, revocable trust, Advance Directive & Durable Power of Attorney for Health Care, and Financial Power of Attorney
Hands-On Assistance to help you complete your documents and resources for hard-to-deal with scenarios
A workbooks, financial kit to store your documents, checklists, documents and calendars to keep you on track
Are there any age limits? This is a multi-generational event so we encourage you to bring the entire family. We just ask that all attendees are at least 18 yrs of age to be able to legally make their own financial decisions.
How long is this event? This is a 3 hour event
What will I leave with: You will have at least 4 mandatory documents in place to make sure your future and family’s future is secure. If you situation is very complex, follow up resources may be needed that we will provide.
How do we bring Profit & Life to our city? Email - Nicole@AmountFinancial.com