Financial Literacy Training Workshop-Session 1
Wed, Apr 16
|Keystone Advisors Office
This training is essential for agents looking to build their business, gain financial stability, and grow their financial success. Don't miss out on this incredible opportunity!
Time & Location
Apr 16, 2025, 2:00 PM – 4:00 PM
Keystone Advisors Office, 10900 Corporate Centre Dr, Houston, TX 77041, USA
Guests
About the event
We are thrilled to announce an upcoming 3-part financial planning series for our agents, led by Soledad Tanner from STC Consulting. Soledad is the founder and CEO of Soledad Tanner Consulting, LLC, a business and financial management firm dedicated to boosting profit and productivity for businesses. With 30 years of international experience in Finance & Controlling, Strategy & Consulting, and Performance & Metrics across the Global Logistics and Banking industries, she brings invaluable expertise to the table.
Soledad's mission is to help businesses identify areas for improvement and seize growth opportunities by removing uncertainty and providing clear, actionable pathways to achieve their goals. Known for her strong project management and leadership skills, she excels at translating complex financial strategies into simple, results-driven actions. Soledad's approach considers both the numbers and the human factors involved, bringing a unique blend of insight and personality to her work.
Our first session will cover: