Finding Financial Balance
You know how people struggle to save money and build wealth?
 
Jose Anaya and Brian Barrett help professionals, entrepreneurs, and families in the Sonoma County community with their financial goals. On July 23rd at 12:00 pm, they will host a workshop at CoLab to discuss how to accumulate wealth with a strategy called the Macro Asset Perspective. It is an asset allocation model looking at your vertical and horizontal diversification. In this workshop, you will learn to maximize the efficiency of your invested dollars and increase your net worth. This strategy can be applied to accumulating wealth and planning for retirement!
 
- Learn to build a long term savings strategy.
- Learn to reduce your taxable income.
- Learn how to calculate your retirement number
- Learn to grow your wealth now and in the future