CFO Club Retreat 

Where you'll learn the skills of financial management through Dynamic Planning.

The CFO Agency Players Club Retreat 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 your money and finances. This will allow you to exponentially grow your income, both personally and professionally.

Event Main Topics

Money Management & Systems  

Systems are what make the process of business easy. 

We will teach you our money management techniques to keep your cash flow in check, and your money working for you instead of you working for it.

Wealth & Legacy Strategies 

There are benchmarks of wealth development. 

Learn where you are on the spectrum and the steps that are best for you to take given where you are today and the goals that you have. 

Money In Action 

The game of Money Management has distinctions like any other game. 

This is a highly interactive day where the rubber meets the road so you can put your learning into action, having experiences that will cement your learning so that you can use them again and again long after the retreat.  

Details

What: CFO Agency Players Club Retreat

When: October 25-27, 2018

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 appliation only. Fill out our application by clicking on the button below.

This live event will proide you with all of the tools necesary 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 Experts 

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.

Customize Your Plan

Get Aligned

Live Your Life on Your Terms

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.  

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. 

What Other's Are Saying...

Diane Halfman, DianeHalfman.com

Janet Clark, CEO-The Freedom Shift