Thanks for registering for the Money Matters Workshop!

We’re looking forward to spending a couple days with you, talking about ways to fine tune your agency to help you make more money, get/keep more clients and have more fun.

We will definitely be adopting the AMI philosophy of —”you will gain in proportion to what you share” – so I’m hoping that everyone will come to the workshop ready to learn from each other and hopefully from us as well. We will also be honoring the AMI commitment to confidentiality so please come ready to get to know each other’s agencies —warts and all.

Please fill out this brief questionnaire before coming!

Click Here to Fill Out Form!

The sooner you do it, the better job we can do to make sure you get the most out of this class. 

Here’s everything you need to know for the workshop:

You can download all of this information here to keep handy until the workshop: Download PDF

LOCATION: PLEASE MAKE YOUR RESERVATIONS SOON. The hotel WILL sell out.Disney’s Coronado Springs in Lake Buena Vista, FL.
Call 407-939-4686 and use event code G0773629 for discounted price of $255/night.

We’ll start both mornings at 8:30 am with breakfast in the meeting room. We will start the actual workshop at 9 am both mornings. We’ll shut down on day one at 5 pm and on day two at 3 pm.

Please come to the workshop in casual clothes. Shorts, polos, jeans — whatever makes you comfortable. However — meeting rooms tend to be chilly and I tend to set them to chilly so you might want to bring a sweater, sweatshirt etc.

We will provide breakfast and lunch every day. You will be on your own for all dinners. We highly recommend you make dinner reservations (407-W-DISNEY) if you’re going to eat on property. There are a ton of great restaurants in all of the parks, resorts or at Disney Springs.

We know you’ll need to check in with the office and voicemail, email etc. We’ve built a 20 minute break into both the morning and afternoon work flow, so you’ll never be disconnected for more than a couple hours. We will also give you a full hour at lunch. We can’t tell you what time the morning or afternoon breaks will be exactly. If you need to schedule a call or meeting, we’d recommend between 12:15 – 12:45 pm eastern time.

We’re okay with you bringing a laptop or iPad, etc., into the meetings but please know there will not be any internet access. We would ask that you use your technology to take notes — but not to allow yourself to be distracted with email, etc. We’re counting on your active participation.

If so — give me a shout on my cell (515-822-6400) or shoot me an email at [email protected]