After I merged my financial advising practice with another firm, I enthusiastically threw myself into my new venture, The Luckiest Guy in the World. What I didn’t realize was that my long-time clients had become friends to me and without the structure of the practice, I was losing touch.
Since my nature is to be a problem solver, I brainstormed to find a way to keep in touch with my friends. The Friends Connection.
What is that? I am planning a gathering designed to be a time of rekindling old friendships, making new ones, and a little learning thrown in for good measure. So plan to bring friends who would be interested as well.
This site is where to come to find information as it becomes available.
Dates: June 7,8,9, 2019
Place: The Hyatt at the Bellevue
200 S. Broad Street
Philadelphia, PA 19102
Cost: $699 Single – $1,067 Double Occupancy
Includes, hotel room Friday night, Friday afternoon workshop, Friday evening welcome reception, Saturday breakfast, Saturday workshops (9:00 to 1:00).
We will also plan some excursions around the historic city of Philadelphia for Saturday afternoon which will be announced soon. Places will be limited, so if you’re interested, sign up as soon as you can. Check back often.
Staying Saturday night is optional. Feel free to extend your stay to spend time with your friends, old and new. I plan to be around for the weekend.
We are in the process of finalizing our workshop topics and speakers and will add that information here as soon as it is done. Check back often.
Here are some of the things we’re thinking about:.
- An innovative way to plan travel that takes everyone’s preferences into consideration, and helps you plan and fund future trips.
- Learn more about yourself through The Book of You
- How to effectively plan your life in 90-day segments.
- Finding interesting activities and causes