Introductory Workshop

All employees are invited to the Introductory Workshop. There is no charge for this session. First, we explain the Four Stages To Resolve Financial Planning Problems. Next we introduce them to the Janken Planning Index, an easy-to-understand yet comprehensive financial planning guide. By filling out the Planning Index forms, they see the questions they must address to build a good financial plan. We use their responses to produce a personalized graph for each attendee, whether or not they choose to participate in the Core Workshop series.

The Introductory Workshop packet includes Information Input forms. Those who decide to take the Core Workshops will fill them out prior to the first workshop. This ensures that each participant is prepared with all the information they need to get the maximum benefit from each workshop.

The Introductory Workshop lasts one hour. The subsequent Core Workshops each last two hours.