"First Step in Action" Webinar

Event: "First Step in Action" Webinar

Date: Tuesday, May 9, 2017

Time: 10:00AM-11:00AM PDT / 1:00PM-2:00PM EDT

Webinar Overview

Each session is presented by a Veteran First Step Licensee.  The Veteran Licensee for May will be Jason Mirabella, AIF®.  Jason will describe the process he used to integrate First Step into his practice, and will share his unique experiences and expertise using First Step.  Jason is relatively new to First Step but has been very successful using it in his practice.  Sessions conclude with an open forum for questions.

Jasons' Story

Before starting Henfruit, I earned a great living as a financial analyst. But I was quickly lured into the trap of lifestyle inflation — an oversized home, luxury car, and other purchases that consumed nearly all of my income.

Risking everything to start my first advisory firm, I wasn’t prepared when the financial crisis hit in 2008. And soon I found myself in trouble.

Luckily, I was offered a great opportunity in Chicago. So I moved across the country. I cleaned up my finances by downsizing my lifestyle and living off half of my income. It wasn’t easy, but I managed to take back control of my finances. And so can you.

After 15 years in the financial services industry, I longed to make a greater impact. And I began searching for my "why".

Years of working with wealthy clients made me realize most people have limited access to help with their money. Especially Generation X & Generation Y.

So I left my comfortable, six-figure job in Chicago to help fill this gap. And that’s how Henfruit was born.

How are we different? Technology helps keep overhead costs low. And that savings is passed along to the client. Plus, it’s easy and efficient to work with clients from all over the country.

To learn more about Jason and his firm, Henfruit, click HERE!


$50 FEE for Non Licensees:  REGISTER HERE! 

Back to calendar