Broker Check
10 Dec
The Financial Wisdom Workshop: 5 Decisions That Can Change Your Financial Future

Description

You probably don’t need more financial information.

You need to know what deserves your attention next.

There has never been more financial information available. You can learn about investing online, budgeting on social media, retirement from a podcast, insurance from an advisor, taxes from an accountant, and financial opinions from just about everyone.

But more information does not always create more clarity.

Many hardworking people earn money, pay bills, support their families, and still wonder:

“Am I actually making the right financial decisions?”

That is why Kingdom Financial Principles is hosting The Financial Wisdom Workshop.

During this complimentary 60-minute virtual workshop, Marc Gaillard II, RICP®, ChFC®, will walk you through a simple educational framework for organizing your financial life around five important decisions:

Clarity
Margin
Protection
Growth
Legacy

By the end of the workshop, you will have a better understanding of where you are, what may deserve your attention, and what next step you can take with greater wisdom and confidence.

During this workshop, you will learn how to:

• Identify which area of your financial life may need attention next.
• Look at your financial picture with more clarity and less overwhelm.
• Understand why financial progress is built in layers.
• Create more financial margin and breathing room.
• Think intentionally about protection, growth, and legacy.
• Use the KFP Financial Wisdom Scorecard to identify your next step.
• Build a simple 30-day financial action plan.

Registrants will receive access to the KFP Financial Wisdom Workbook, which includes the Financial Picture worksheet, Five Financial Decisions framework, KFP Financial Wisdom Scorecard, Financial Dashboard exercise, 30-Day Financial Action Plan, 30-Minute Monthly Money Meeting framework, and a next-step planning page.

This is an educational workshop. You will not be pressured to make a financial decision during the session. At the end, attendees may request a separate Financial Wisdom Conversation with KFP if they would like additional education or help understanding their situation.

Reserve your seat today and join us Thursday, October 29, 2026, from 7:00–8:00 PM Eastern.

Date and Time

Thu, Dec 10, 2026

7:00p - 8:00p EST

Location

Provided Upon Registration

Note

This is a virtual workshop. The access link will be shared with registered attendees in the confirmation and reminder emails.

PT1H
This workshop is for general educational purposes only and does not constitute individualized investment, tax, legal, or financial advice. Individual circumstances vary. Please consult appropriately licensed professionals regarding your specific situation. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Kingdom Financial Principles LLC is not an affiliate of Mutual of Omaha Investor Services, Inc.

Event Registration

Will you be able to attend this event?