Join us for a free interactive education based planning experience where you will be introduced to the Integrated Independence Method (I2M) financial planning process and learn how maximize and integrate your Human and Investment Capital.
You will leave this workshop with:
- Clearly defined personal, professional, and financial goals
- A knowledge base and tool kit for solving tomorrow's greatest challenges today
- Actionable strategies we'll implement by leveraging technology
- Eligibility to join the Independence Energizer Annual Review Program