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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! |
Mind The Pay Gap: A Salary Negotiation WorkshopClients, join us on October 5th for 'Mind the Pay Gap'. A free, virtual workshop on Salary Negotiation with Kelly McClellan.
Kelly is a career leadership strategist on a mission to help people set up their lives, both professionally and personally. A master presenter with proven solutions, Kelly has influenced thousands. Her high energy and rich content empowers her audience with career action they can take immediately. Let Kelly equip you with the tools to start getting paid what you're worth. Space is limited; RSVP by September 28th to reserve your spot! This event is currently only open to Collaborative Clients |
Social Security WebinarClients, join us on November 16th for a webinar on Social Security. As you approach retirement, it's more important than ever to understand the role Social Security benefits can, and should, play in your overall retirement income plan.
This event is presented by Collaborative Financial Partners and hosted by Jennifer Taboada from BlackRock. BlackRock is one of the world's preeminent asset management firms and a premier provider of investment management. In this workshop we'll focus on how Social Security benefits work for you and your spouse, when and how to start receiving Social Security benefits, and opportunities to increase your benefits throughout retirement. This virtual workshop is free, but space is limited. RSVP today to reserve your spot, get your questions answered, and find out what role Social Security should play for you. This event is currently only open to Collaborative Clients |
Credit Card Points and Management workshopClients, 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 only open to Collaborative Clients |
CREDIT SCORES
DEMYSTIFIED WEBINAR Clients, Join us on September 13, 2023 to understand credit scores and how you can ensure you're always on the right track with yours.
Learn how to build a robust credit score so you can stop overpaying for things like mortgages, card loans, etc. In this free, virtual, workshop we will discuss how your credit score actually works, debunk common credit score myths, and address how you can set your children up for the future, and more. This event will be presented by Bryce Conway, the Founder of 10xTravel. Space is limited, RSVP to reserve your spot today! This event is currently only open to Collaborative Clients |
