Financial Wisdom & Freedom Workshop & Monday Money Mindset Registration

Financial Wisdom & Freedom

Workshop Registration & Personal Financial Wellness Survey
Welcome — Your Future Deserves a Plan
We’re glad you’re here.
This short form helps us understand your needs
so we can provide meaningful financial education
and reserve your spot in upcoming workshops.
Our goal is simple — to help families gain clarity and confidence.
By completing this form, you will:
✔ Discover areas that may need attention
✔ Learn ways to strengthen your financial foundation
✔ Receive helpful workshop invitations and resources
✔ Move one step closer to financial peace of mind
🕒 Only 2–3 minutes to complete
🔒 All information remains private and confidential
👉 Let’s begin.

Is your current savings enough to support:

Rows	Yes	No
Children's education
Unforeseen Emergencies (job loss, medical bills, major repairs)
Comfortable Retirement

Do you have outstanding debts (mortgage, stuent loans, credit cards) that may affect your long term goals?

Rows	Yes	No
Your answer

Do you already have a plan to provide for your family and to replace your income in case of:

Rows	Yes	No
Disability
Long term Illness/Long Term Care
Unexpected Death
Will your current situation allow you to reach your goals?

Agreement & Communication Consent (required)

I understand that these sessions are educational and discussion-based only and are not sales presentations or professional advice. I consent to receive occasional emails about workshops, Monday Money Mindset sessions, and related educational content. My personal information will never be sold, rented, or shared with third parties and will be used only for educational communication. All content is provided for general educational purposes and does not constitute tax, legal, financial, or investment advice. No fiduciary relationship is created. I understand that my situation is unique and agree to seek guidance from qualified professionals before making any decisions. By checking this box, I confirm that I have read and agree to the above.