Players Club Retreat
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 12-14, 2023
Where: Kalispell, MT
Price: $3600/Individual, $5500/Couple (Lodging not included)
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.
What Other's Are Saying...
Diane Halfman, DianeHalfman.com
Janet Clark, CEO-The Freedom Shift
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