Join us for our Core Builders Class, a three-day workshop designed for attendees to learn the framework of business. The first session will be held in Albuquerque on October 23-25, and an identical session will be held in El Paso on November 6-8.
This series will be offered in each of our offices this fall, as well as through a webinar on November 10. It is a series of four mini-seminars designed to help small business owners learn how to more effectively market their business, gain a better understanding of cash flow, build or enhance a profit-sharing or retirement program, and stay compliant with HR regulations and best practices.
Visit our classes page for more information and to register.
You might be asking yourself these questions:
We'll explore options and solutions with you. We won't beat you up for past mistakes, but will hold you accountable for future decisions.
Click below for a no-obligation introductory session.
Click here to provide your financial overview for the coaches to review.
Greg Pare, Senior Personal Finance & Small Business Coach
Among other career successes, Greg built a multi-million dollar technology company from scratch, which he sold after 20 years of ownership. His careful management of both his company’s finances as well as his personal finances, together with his training qualifies him to coach others. He is passionate about helping people achieve financial peace in their lives.
He co-founded MyMoneyWellness.com, co-authored the Personal Finance Playbook series and now devotes his time encouraging others through coaching and speaking.
Enid Levario, Master Financial Coach
From a very early age, Enid developed a knack for saving money. That skill allowed her to amass a large savings account in her early 20’s. Her personal good habits with money led her to the banking industry where her passion for helping others landed her in a regional bank as a customer service supervisor. She brings that same desire to serve her coaching clients and help them develop good money habits.
She has a Business Administration Degree and has achieved the Master Financial Coach status. She continues to build her clientele through coaching and speaking. Enid is 32 years old, single and resides in Lubbock, Texas.
John Manganaro, CPA, Master Financial Coach
Beginning with a single client in 1982 CPA John Manganaro built his sole practice into one of the largest CPA firms in the Southwest United States. He has served on numerous professional organizational boards and committees.
Over his career he has trained hundreds of professionals including accountants and CPAs. He has lectured on personal finance, professional integrity and ethics, taxation and estate planning. He brings that same expertise to his audiences and one-on-one coaching clients around the country. John is married with two daughters and divides his time between New Mexico and Maine.