About this Event
Building wealth doesn't start with having a lot of money. It starts with understanding what you have, knowing where it's going, and making intentional decisions about what comes next.
Own It. Grow It. Keep It. is a practical, beginner-friendly workshop designed for individuals, families, professionals, aspiring and current homeowners, entrepreneurs, investors, and small business owners who want to strengthen their financial foundation and better understand how real estate can fit into a long-term wealth-building strategy.
Participants will explore the fundamentals of money management, cash flow, credit, debt, saving, assets, liabilities, homeownership, equity, real estate investing, risk management, and generational wealth.
We'll move beyond simply asking, "How much money do I make?" and begin asking more powerful questions:
What do I own?
What am I building?
How am I protecting it?
And what will I eventually pass on?
Participants will leave with greater financial awareness, practical strategies, a wealth-building roadmap, and clear next steps they can begin taking immediately.
Agenda
Welcome & Money Mindset
OWN IT. Know Your Numbers. Build Your Foundation.
Info: Before you can grow wealth, you need to understand your current financial position.
GROW IT. Making Money and Building Wealth are not the same.
Info: Explore how income can be intentionally converted into assets that have the potential to appreciate, generate income, or build equity over time.
KEEP IT. Protecting Wealth. Plan for It. Pass It On.
Info: Accumulating assets is only part of wealth building.
Discover strategies for protecting what you've built and preparing your assets for future generations.
Action Plan
Q & A
Event venue & nearby stays
279 W Crogan St, 279 West Crogan Street, Lawrenceville, United States
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