9I Capital Events Page
Upcoming Events
You can find our upcoming events bellow. If you are unable to make the event time do not hesitate to reach out to schedule a one-on-one to discuss further.
The Core Financial Planning Series
This series of events will run over an extended period of time. You will walk away from each event with a better understanding of what you need to do to be in the best financial health. There is a combination of morning events and evening events, so if you can't make on time, be sure to see if another time is running.
Morning Events
Be Financially Organized
Do you have a junk drawer approach to finance? Do you find it easy to let investments accumulate? An insurance here an IRA there. How many times have you tried sorting, filing, and neatly labeling your financial documents with do-it-yourself projects - only to fall behind and give up. As we get older it gets more complex: mortgages, insurance statements, estate planning docs and more. Let's talk about a way to get you back to an organized system.
Down with Debt
The national average for debt is +$139,500...naturally creating an obstacle to confident living.
So what do you do?
Should you pay it all, pay it fast?
Are you thinking about protection first.... most Americans are not.
Tune in to learn
- Simple strategies for going down with debt
- How to set yourself up to live a confident life
- The layers of protection and debt-free living
- Smart Debt Decisions
- The smartest debt decisions
- and how to get the help if you need it
Home Sweet Own? Choosing to Buy Versus Rent
What you need to know to make the right choice for YOU.
Are you thinking of owning a home? A chance to have something that's your own? You're wanting a reflection of who you are....and a place to build your life and your future. That is the American Dream after all....but is it actually your dream?
Get sound statistics to aid you in formulating your opinion...buy or rent.
Evening Events
Be Financially Organized
Do you have a junk drawer approach to finance? Do you find it easy to let investments accumulate? An insurance here an IRA there. How many times have you tried sorting, filing, and neatly labeling your financial documents with do-it-yourself projects - only to fall behind and give up. As we get older it gets more complex: mortgages, insurance statements, estate planning docs and more. Let's talk about a way to get you back to an organized system.
Be Financially Fit
Are you feeling stressed by the volatile global economy, the changing job market, and/or student loans?
Join this webinar and discuss...
- What your financial concerns are
- the phases of savings
- Some of the top financial lessons learned
- Action ideas for you and your finances
Down with Debt (Evening Session)
The national average for debt is +$139,500...naturally creating an obstacle to confident living.
So what do you do?
Should you pay it all, pay it fast?
Are you thinking about protection first.... most Americans are not.
Tune in to learn
- Simple strategies for going down with debt
- How to set yourself up to live a confident life
- The layers of protection and debt-free living
- Smart Debt Decisions
- The smartest debt decisions
- and how to get the help if you need it
Investing Matters
Interested in investing, or curious if you have the best investment practices?
Join us to learn lessons from history and to discover the 5 strategies for pursuing successful investing
Home Sweet Own? Choosing to Buy Versus Rent
What you need to know to make the right choice for YOU.
Are you thinking of owning a home? A chance to have something that's your own? You're wanting a reflection of who you are....and a place to build your life and your future. That is the American Dream after all....but is it actually your dream?
Get sound statistics to aid you in formulating your opinion...buy or rent.
Your Next Now
A discussion about the facts around retirement and the crisis at hand.
At the end, you will be able to identify the risks in retirement and identify a solution. You will also gain knowledge of a flooring strategy to cover your retirement needs.