L I V E T R A I N I N G W E B I N A R

Money Smarts for Busy Professionals: Grow Your Wealth Without the Stress

W E B I N A R H O S T S

Steve Adams

CEO & Founder

Tiger Medical Institute

Kelli Olsheski

Financial Advisor

Merrill Lynch

DATE: 📅 : Oct 8, 2024, Tuesday | TIME: ⏰ : 6:30pm CST | ZOOM VIRTUAL: 💻

What you'll discover on this live webinar:

Maximize Your Time and Money: Learn advanced wealth-building strategies that work on autopilot, allowing you to focus on your career while your money grows.

Outsmart the Tax Man: Discover insider techniques to legally minimize your tax burden, potentially saving you thousands each year and accelerating your wealth accumulation.

Future-Proof Your Finances: Master the art of strategic investment and retirement planning, ensuring you maintain your lifestyle long after you've stopped working.

"True wealth isn't just about numbers in a bank account. It's about building a life of freedom, security, and purpose."

Who You´ll Be Learning From

STEVE ADAMS

CEO & FOUNDER, Tiger Medical Institute

MEET OUR HOST | SPEAKER

Steve is the Founder and CEO of a personalized medicine organization based in Seattle called Tiger Medical Institute, serving individuals seeking comprehensive restorative medicine for professionals, executives, and entrepreneurs.

Steve owns an organic grocery and supplement store with an organic food café, espresso, and wine bar in Fernandina Beach, Florida, on Amelia Island.

Steve is also the author of several books, including Passionate Entrepreneur, Unleashing The Peak Performer Within You, The Eye of the Tiger Manifesto, and Patient Number One.

MEET OUR GUEST | SPEAKER

Kelli Olsheski is a highly accomplished financial advisor with Merrill Lynch Wealth Management in Fort Collins, Colorado. With over seven years of experience in the finance industry, Kelli has built a reputation for excellence and dedication to her clients' financial success.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Exit Planning Advisor (CEPA®), Certified Divorce Financial Analyst (CDFA®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™), Kelli brings a wealth of knowledge and expertise to her practice.

Whether you're planning for retirement, managing a business transition, navigating a divorce, or seeking to optimize your overall financial strategy, Kelli Olsheski offers the knowledge, experience, and personalized attention to help you pursue your financial goals with confidence.

KELLI OLSHESKI

Financial Advisor, Merrill Lynch

"Financial success isn't about complex strategies or secret formulas. It's about understanding your unique story and crafting a plan that turns your goals into reality. Your wealth should work for you, not the other way around."

Kelli Olsheski

Financial Advisor - Merrill Lynch