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Lunch and Learn: Aligning Your Money with Your Life

October 5 @ 12:00 pm - 1:00 pm

Join us in PB for a super exciting education workshop, hosted by certified financial planner Jonathan Grannick.

Lunch will be provided!

Topic: “Aligning Your Money with Your Life”

The key takeaways will be finding balance between living and securing an epic tomorrow, the power of intention, the impact of planning, and the value of a objective brainstorming partner.

Speaker Bio:

Jonathan is an adventure loving travel junkie who has lived in Australia, Colombia, & Peru. He’s a former digital nomad and the owner of Wonder Wealth LLC, a financial planning company that specializes in working with young professionals in their 20’s, 30’s, and 40’s. He believes the “work until your 65 then enjoy your money” concept is broken, it’s about finding balance between living for an epic today AND a secure tomorrow. His passion is helping people create inspiring life visions then guiding them to the money moves necessary to get them there. He specifically chose to work with his generation after spending a decade creating hundreds of financial plans for 50-60 somethings that waited too long to get intentional with their money and now must accept a life of limitations/tradeoffs. His “why” is to help his generation get ahead of that curb and leverage their greatest asset, time.

Venue

Downtown Works – Coworking Office Space Pacific Beach
4438 Ingraham Street, San Diego, CA 92109
San Diego, CA 92109 US
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