Financial Awakening:

The Practical Power of Money

Seminar

 

Outline

 

Day                 Time                Content                                                                                  

 

1                      5-7                   Registration & Dinner (Dinner begins at 6)

 

1                      7                      Welcome

                                                WOW – You came!

                                                “You must learn one thing…”

                                                In my book – Real Freedom begins with Real Honesty.

                                                Waste no time in getting honest.

                                                Introduce the Materials:

-         Where to put docs you brought

Honor the Inventory Accomplishment

 

Worksheet 1 – Practice taking a “closer look”.

-         “tapes” that start playing – just notice

-         tendency to focus on ‘good news’

-         Difference between cash flow and net worth

o       Why didn’t I have you bring a cash flow stmt.?

 

Money Noise – directs our focus to external solutions and how great life would be if…

 

Taking an honest look at reality

 

Worksheet 2 – Savings and Withdrawals

 

What if you’re in a withdrawal phase – you’re not supposed to be saving – right?

 

Coming back to what we can control…

 

Worksheet 3 – Illustrates differences in possible withdrawals based on different investment allocations.

 

Asset allocation.

Assumptions make a huge difference.

 

Return is only ½ of the equation – What about Risk?

 

“But history shows us that stocks return 10% - right?”

Complete WS 3

 

Homework – WS 4

 

 

 

 

 

                                               

 

                        6-7                   Laments with Money – Why We Are All Here!

                                                “Remember” – Song

                                                Tilicho Lake – Poem

                                                Write your Lament and Initials on 1 side of your Rock

                                                Place rocks in center of circle.

 

 

 

1                      8-9:30              “Up from your Life” – Song

“Suffer us not…” Poem

Welcome

                                                Vision – Remember who we really are.

                                                Ask money to serve our soul.

                                                We find our soul through our sadness.

                                                Come Walk with me along the Trail of Tears

                                                What did the trail reveal to you?

                                                Introduce Top 3 Recommendations in Binders:

 

2                      8-9                   Breakfast

 

2                      9-10                 “I Guess the Lord must Live in NYC” – Song

“It is Not  Enough” – Poem

The “Big Picture” – How to Shift our Dance

                                                Powerpoint presentation

 

2                      10-10:15   Break

 

2                      10:15-11:15   “Face Yourself” – Song

“The Opening of Eyes” – Poem

What You Really Want – Inventory

Share What You’ve Written – Say it Back

 

2                      11:15-12:30   Face yourself – Part II

                                                The Money Mirror Intro.

                                                Balance Sheet Exercise

                                                Profit/Loss Exercise

                                                Factor Your Soul into Your Net Worth

2                                12:30-1:30            Lunch

 

2                           1:30-2:30                 “Longing in their Hearts” – Song

“Lost” – Poem

“Money Grounded-ness vs. Money Mania – Skill 2

The Binders – Pausing to Notice

 

2                      2:30-3:00                 Binder Practice

                                                            Teams of Two – Where to Put What.- Skill 3

 

2                      3:00-3:15                 Break

 

2                      3:15-4:15                 “Pursuit of Happiness” – Song

                                                            “A Changed Thought System” – Reading

                                                            The Budget- Skill 5

 

2                      4:15-4:45                 The What  If Analysis Tool:

                                                            Week 4 – Work Options

 

2                      4:45-5:00                 Break

 

2                      5:00-5:30                 “Shaker Lakes” – Song

                                                            “Prospective Immigrants” – Poem

                                                            Week 5 – Debt and Credit

                                                            Top 3 Pointers

 

2                      5:30-6:00                 Week 6 – Investing

                                                            Top 3 Pointers

 

2                      6:00-7:00                 Dinner

 

2:                     7:00-9:00                 Free Time and Quiet

 

3                      8-9                               Breakfast

 

3                      9-10                             “Late for Your life” – Song

                                                            “Song of a Man Who Has come Through” – Poem

                                                            The Real Benefit of Financial Planning

                                                            Assumption Destroyers

                                                            Embrace the Uncertainty

 

3                      10-10:15               Break

 

 

                                                           

3                      10:15-11:45               “Goodbye to a River”

                                                            “When Death Comes”

 

                                                            A New Agreement – The Rock

 

                                                            One Small Thing

 

                                                            Sustaining the Change

 

                                                            Vow Ceremony

 

3                      11:45-12                    Evaluations