Financial
Awakening:
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