About this Event
The #1 Financial Wellness Workshop
From Doing Good to Building Greater Wealth
What if you’re doing well financially… but there’s an even better strategy?
You’re earning. You’re building. You’re making progress.
Maybe you’ve established a successful career, purchased your home, built your savings, or started investing for the future. Perhaps you’re earning a great income but still carrying financial obligations that are keeping you from building wealth as quickly as you’d like.
But here’s the bigger question:
Is your money working as strategically as you are?
Join us for an exclusive, in-person Financial Wellness Workshop designed for individuals and families who are doing well financially but know there’s another level of wealth they want to achieve.
Surround yourself with other growth-minded professionals, entrepreneurs, and high earners for a morning of financial education, meaningful conversations, and strategies designed to help you move from doing good to doing great.
Led by Financial Advisor Max Sanchez, alongside his team of licensed financial professionals, this workshop brings together experience, education, and practical strategies to help you make more informed financial decisions.
With 16 years of experience in financial services and more than 6,500 families served, Max and his team are passionate about helping individuals and families protect what they’ve built and create a clear strategy for their financial future.
During this workshop, you’ll explore how to:
- Grow Your Wealth: Discover strategies to make your money work harder and more intentionally.
- Protect What You’ve Built: Understand how to safeguard your income, assets, and family’s financial future.
- Optimize Your Cash Flow: Learn strategies to manage debt, reduce unnecessary interest, and free up more of your income for wealth building.
- Invest With Purpose: Learn how to align your investments with your long-term financial goals.
- Build a Retirement Strategy: Explore ways to prepare for financial independence and the lifestyle you envision.
- Create a Lasting Legacy: Think beyond income and begin building wealth that can impact future generations.
You may already have a financial plan. The question is, could there be a better one?
No pressure. No complicated financial jargon. Just valuable financial education, meaningful connections, and an opportunity to gain a fresh perspective on your financial future.
You’ll also have the opportunity to connect with members of Max’s financial team, ask questions, and explore what a more intentional financial strategy could look like for you.
You’ve worked hard to earn your money. Now it’s time to make sure your money is working just as hard for you.
📅 SATURDAY, NOVEMBER 7, 2026
⏰ 10:00 AM
📍 MIRAMAR, FL
🎟️ Limited to 30 guests for a more personal and engaging experience.
📲 Text RSVP to 305-521-9696 to reserve your seat!
Event venue & nearby stays
2750 SW 145th Ave, 2750 Southwest 145th Avenue, Miramar, United States