P&L Like an MREA

During this workshop, Winnie will:

1. Share her exact bank account setup (checking and savings) and categories for bookkeeping.
2. Share example target allocation percentages so you can make sure you're running a sustainable model.
3. Offer her real life Life by Design spreadsheet as an example.
4. Lead a workshop to audit your bank accounts and plan for 2026 with stellar finances!

Event Venue & Nearby Stays

Keller Williams Realty Charleston-West Ashley, 1180 Sam Rittenberg Boulevard, Charleston, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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