• Come

    Play

    With

    Us

    For

    the

    Ultimate

    Financial

    Experience

    Apply for this three day business and money training to be empowered with your financial decisions

    APPLY NOW
  • High

    Level

    Business

    Building

    Event

    This is not for everyone. There is limited seating, and once full the doors will close for the year

    APPLY NOW
  • Work

    Exclusively

    With

    Sue

    Thompson

    Get into the mind of a financial expert

    APPLY NOW
  • Come

    Join

    Us

    at

    The

    Lodge

    at

    Whitefish

    Lake

    An exclusive, creative and strategic process for up to 12 entreprenuers

    APPLY NOW

POWERFUL & ROBUST

The CFO Agency Players Club was designed to provide the ultimate financial experience for you and your business.  In this three day financial intensive, we will delve into everyone's favorite topic, MONEY.   Through specifically designed  curriculum to maximize your financial acumen, we will re-shape the way that you look at money and finances.  This will allow you to exponentially grow your income both personally and professionally.

WHEN

November 9 - 11, 2017

WHERE

The Lodge at Whitefish Lake
Whitefish, MT

WHY

To get an exclusive financial training, to increase your money intelligence, and accelerate your plan for your business and life.

HOW

This specific retreat is available by application only. Fill out our application to begin the process.

EVEN MORE CONTENT RICH

This live event will provide you with all of the tools necessary to master your money:

  • Attendee Curation
  • Financial Analysis
  • Financial Planning
  • Revenue Analysis
  • Investment Strategy
  • Money Retention
  • Money Management
  • Business Analysis
  • Asset Allocation
  • Maximize ROI
  • Strategic Entity Planning
  • Financial Literacy
  • Money Mastermind
  • Business Networking
  • Creative and Strategic Processes
  • Money Principles
  • Financial Clarity
  • Access To Financial Expert(s)

THE ULTIMATE MONEY EVENT OF THE YEAR

This event is suitable for any individual or company looking to improve upon their financial situation

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LIFESTYLE ACCELERATOR

Our main goal at The CFO Agency is to align your business goals and your lifestyle.  Money affects us at every level, and figuring out your finances both personally and professionally is the best way to create a comprehensive plan that achieves all of your intended goals.

  • Get Aligned
  • Customize Your Plan
  • Live Your Life On Your Terms

GET READY FOR SUE

This event is hosted by Virtual CFO, Sue Thompson. With more than 30 years of financial management and training experience, Sue will indulge you with the proven financial techniques she has attained over her personal and professional career.

Sue-Thompson-Headshot

STAY IN LUXURY

The Lodge at Whitefish Lake is nestled between Whitefish Lake and the Viking Creek Wetland Preserve, just over one mile from the heart of downtown Whitefish.

The location provides the feel of being near nature and the convenience of being close to all the recreational, shopping, dining and nightlife opportunities Whitefish has to offer.

MAKING A DIFFERENCE

I am a true believer in the power of education. When we know something new we can literally change the trajectory of our lives. The Unstoppable Foundation is in alignment with our beliefs that people are truly empowered through hands on learning and we are excited to work with them.

LEARN MORE

OUR PHILOSOPHY

Our philosophy is to provide the tools and resources in order for you to be successful financially.  Our proven methods and techniques for understanding money lead our clients to comprehensive knowledge and financial intelligence that can be applied towards their vision.  We want to have your money working for you instead of you working for it.

WHAT PEOPLE SAY ABOUT US

COME JOIN US

The Lodge at Whitefish Lake

  • 1380 Wisconsin Ave., Whitefish, MT 59937
  • The Lodge at Whitefish Lake is nestled between Whitefish Lake and the Viking Creek Wetland Preserve, just over one mile from the heart of downtown Whitefish. The location provides the feel of being near nature and the convenience of being close to all the recreational, shopping, dining and nightlife opportunities Whitefish has to offer.