Looking Back & Leaping Forward: Reviewing the Past & Forecasting the Future
Presented by Patricia Stallworth
Between the global pandemic, civil unrest and a crucial election, many are experiencing an abundance of physical and mental stress. If you don’t feel like you and your business are on firm footing, you are not alone. The new year is coming, whether you are doing well, or just hanging on. It is time to act so you are ready to hit the ground running in 2021! Let’s discuss how to move forward by creating a plan and using lessons learned to fuel your dreams and achieve your goals. Join us for this Lunch & Learn to discuss how to formulate a strategy based on a mindful process that will empower you to achieve your goals faster.
Participants will learn:
1. A step-by-step, mindful look-back process.
2. 6 key steps to plan for the coming year.
3. A little-known planning hack to 10x your results.
Patricia Stallworth, MBA, CFP® is a holistic life-planner. She is the author of several books, including Minding Your Money and How to Get Divorced Without Losing Your Blouse. She is also the host of the Minding Your Money Minute podcast. Patricia is a master strategist who helps people maximize, magnify and manage their money. She is the CEO of a financial planning and education firm and has over 20 years of experience working with professionals and business owners. Prior to starting her firm, she worked in a management or advisory capacity with Deloitte & Touche, American Express Financial Advisors and AXA Advisors. Visit www.getwealthtips.com and www.PatriciaStallworth.com for more information.