OK Money Coach, LLC

Mitch Korolewicz, MBA, AFC

Financial Counseling and Planning

 

 

 

OK Money Coach Institute

 

The Next

Money Encounter Weekend

is June 5-7, 2015

at

The Embassy Suites Hotel, Tulsa

Call 918.810.4664 to Enroll!

 

Don't have time to come to weekly sessions?  Want to learn how to gain control of your money quickly? The OK Money Coach Institute's Money Encounter Weekend is perfect for you! We have Money Encounter Weekends for singles, couples and those that are newly divorced. Spend an action packed weekend getting acquainted with your money personality, developing your personal cash flow statement, constructing effective SMART financial goals and planning for you and your family's future. Included in the price of the weekend is the OK Money Coach Financial Management Program Manual. By the end of the weekend you will be able to use this manual as a road map for your financial success.  Following is an agenda from a recent Money Encounter Weekend for Couples.

 

Couples Money Encounter Weekend 


Friday 6-9 pm

Overview and Introductions
Money Personality Test and Analysis
Money Script Questionnaire and Analysis
Communication Tips for Partners
Couples Work
 
Saturday 9am-12pm
 
Continental Breakfast
Opening Discussion/Activity
Your Net Worth Statement
Cash Flows and You
Spending Plans That You Can LIVE With!
Couples Work
Where Has My Money Gone?? Smart Phone Apps
 
12pm-1pm 
 
Lunch Provided
 
1-5pm
 
Financial Goals That Actually Work!
Couples Work
Action Plans
Afternoon Snack
Retirement Planning
Recap and Summary
 
Sunday 1-5pm
 
Opening Discussion / Activity
Insurance:  Life, Health, Disability, Long-term Care
Estate Planning
Specific Questions and Answers
Recap and Summary
 
Please Note:  Enrollment is limited to five (5) couples. As part of this Money Encounter Weekend you receive two follow-up private sessions 30 days and 60 days after the weekend.  The cost of these private sessions is included in the price of the workshop.