Create a financial plan to live the life you want
Financial Planning For Your Future
A webinar series that will teach you how to overcome financial obstacles and help you plan for your future.
We get it.
You feel as though you have no control over your financial situation.
You and your partner both have great jobs, yet you can’t quite seem to get ahead or get what you want.
No one taught you how to manage your finances in school. Or invest wisely.
It's familiar to us.
Bringing in years of expertise and experience from personal successes to that of our clients, we’ve crafted this webinar series to teach you how to overcome those obstacles, and plan for what’s ahead so you’re always ready.
Use our Emerging Millionaire Method™ to gain financial freedom
Financial Planning Webinar Series
In this four-part financial planning webinar series, our Founder & President Jamie Lima will teach you how to put a sound financial plan in place for your future.
- How to set clear financial goals.
- Why you aren't currently meeting the goals you set.
- How to create a savings habit.
- Understanding different options for saving.
- The 5 ways to safeguard your financial future.
- Why understanding market volatility is a must.
- Set up your Financial Plan for the future.
- The Financial Planning Checklist.
Who are these classes for?
This class is for you if:
- You are in the 35-55 age bracket
- Earn income above $60k per year
- May have a partner who earns just as much
- Have aspirations of being a (multi!) Millionaire
- Want to enjoy a life of freedom, just the way you want.
Jamie will help you take the stress out of your financial management, and help you live the life you want.
This four-part series runs on Wednesdays at 4 pm (Pacific Time).
Our next series kicks off on September 7th!
When does this webinar series run?
Your Instructor, Certified Financial Planner™
Jamie is the Founder and President of Woodson Wealth Management. His career began with Morgan Stanley in 2006, and he later joined Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of 450 high-net worth families and businesses.
He brings nearly 20 years of wealth management and hands-on experience in the Financial Services industry.
A natural coach and educator, Jamie loves helping people make complex financial decisions, and ‘making the puzzle pieces fit’ for them.
Frequently Asked Questions
What if I miss one of the weeks?
Each seminar is recorded and you will receive a link to the recording mid-week after the webinar has run. To get the most from the training series we do recommend attending each week for the live event.
I’m single, is this training still for me?
Absolutely. If you are earning a steady solid income above $60k annually, then what you learn will help you put a strong financial plan in place so you can enjoy a stress-free financial future.
We get overwhelmed at the thought of putting a Financial Plan in place. We think we’ll feel more overwhelmed attending this seminar series.
The aim of this series of webinars is to take the overwhelm OUT of your financial planning. We don’t want you laying awake at night worrying because you don’t have a full financial plan in place, yet feel too overwhelmed to put the pieces in place. You will especially like our ‘Financial Planning Checklist’ which is a simple roadmap of the things you can do to put a plan in place to safeguard your financial future.
I like to take notes, will there be a way to do so?
We have created a workbook for each of the four webinars. They will help you take in the information Jamie will be giving you each week. There is also plenty of room for you to take your own notes. Your workbooks will be delivered via email a few days before that weeks’ session. You’ll get time to look through it prior to the live training.