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At Collaborative Financial Partners, our mission is to assist people who seek to make knowledgeable decisions about their goals and pursue their personal dreams through ongoing financial planning. We do this by enhancing your relationship with us on a continual basis through open communication, increasing our knowledge, engaging in individualized guidance, and providing the high level of service you deserve. We strive to add value to our clients’ lives by helping clients and their families protect their legacy and lifestyle with flexibility, both now and in the future. One way we try to increase client knowledge is by offering a variety of free workshops to those who work with us. We want to give you the tools to build your legacy and lifestyle how you see fit. See upcoming events below and RSVP today to reserve your spot! |
CREDIT CARD POINTS AND MANAGEMENT
Join us on April 19, 2023 to learn how to use points and miles to save money and travel in style. Founder of 10xTravel.com, Bryce Conway will teach you the basics in this free, virtual session.
Get the answers on which credit cards to use and when, how to earn an abundance of points and miles without flying, how to redeem existing points for maximum value, and more. Bryce has been using points and miles to travel all over the world with his family for nearly a decade. An Ohio native, Bryce now teaches this skill to hundreds of thousands of people every year. RSVP today! This event is currently open to all Vantage Clients |
tHE 2023 HOUSING MARKETJoin us on May 9th, 2023 for this free, virtual, workshop on the housing market presented by Julee Felsman.
Are you looking to buy or sell a home? Wondering if you should refinance? Maybe you're looking to invest in real estate, or maybe you just want to know what's going on with the housing market. Let Julee help you get a beat on the current market and what it means for you! Presenter Julee Felsman is the Senior Vice President of lending for Guaranteed Rate. Julee has worked in real estate lending since 1997 and enjoys helping individuals understand the market so they can achieve their housing goals and dreams. A phenomenal presenter, with over 20 years of experience in real estate, you won’t want to miss Julee’s insight in our May webinar The 2023 Housing Market. Space is limited, RSVP today to reserve your spot! This event is currently open to all Vantage Clients |
Join us on July 19, 2023, to learn about Medicare and what it means for you. In this webinar presenter, Josh Kinzel, will cover the basics of what Medicare is and why it’s needed. Josh will also cover what the benefits of Medicare look like for seniors.
Josh Kinzel has been a benefit advisor for sixteen years, specializing in helping seniors find the best Medicare health plan for their retirement. Often an overwhelming task, Josh aims to simplify choosing your Medicare plan with robust institutional knowledge and a warm personal touch. Your health in retirement is important. Don’t miss out on this informative, free webinar presented by the leading Medicare firm in Ohio. RSVP today to reserve your spot! This event is currently open to all Vantage Clients |
