Financial Literacy Training Workshop-Session 2
mar, 13 may
|Keystone Advisors Office
This training is vital for agents looking to grow their business and financial success. Don’t miss this chance to strengthen your finances and better serve your clients. Join us for a 3-part financial planning series led by Soledad Tanner from STC Consulting.
Horario y ubicación
13 may 2025, 14:00 – 16:00 GMT-5
Keystone Advisors Office, 10900 Corporate Centre Dr, Houston, TX 77041, USA
Invitados
Acerca del evento
We are thrilled to announce an upcoming 3-part financial planning series for our agents, led by Soledad Tanner from STC Consulting. For insurance brokers, mastering financial literacy is not just a professional advantage—it’s essential for long-term success. As agents, you juggle client relationships, commissions, and fluctuating income, which can make managing your finances more challenging. By understanding key financial concepts like debt management, budgeting, saving, and investing, you’ll be better equipped to build a secure financial future for yourself, while also helping your clients navigate their own financial health. The insights gained in this series will empower you to manage your income more effectively, plan for periods of uncertainty, and seize opportunities for growth, both personally and professionally.
Our 2nd session will cover:
What is a Business Model Canvas?
Cost & Revenue Structure
Marketing Budgets & More
Soledad is the founder and CEO of Soledad Tanner Consulting, LLC, a business…