Staying Ahead of The Curve: Your Brand Story

Staying Ahead of the Curve | Think & Grow Rich
Workshop with Jim Whitehead, CFP®, BFA™, RICP®, CEPA®
 

Ready to break free from financial stress and start building lasting wealth? Join us for a dynamic, hands-on session with award-winning financial expert Jim Whitehead as he walks you through how to shift your mindset, create better money habits, and finally start telling your money what to do — instead of the other way around.

💬 “Let’s create financial freedom by creating the correct behaviors and acting on correct thinking. Stop letting your money tell you what to do and start telling your money what to do.” — Jim Whitehead

Spots are limited — RSVP now for FREE and take the first step toward a more confident financial future.

About Your Speaker

 Jim Whitehead, CFP®, BFA™, RICP®, CEPA®
Financial Advisor | Crown Financial Group

With over 23 years of experience in the financial services industry, Jim Whitehead is a trusted advisor known for helping individuals, families, and business owners create sustainable wealth. A graduate of the University of Memphis with a B.A. in Business Administration, Jim holds multiple certifications including CERTIFIED FINANCIAL PLANNER™, Behavioral Financial Advisor™, Retirement Income Certified Professional®, and Certified Exit Planning Advisor®.

His specialties range from retirement and estate planning to Christian financial strategies, sustainable investing, and small business financial health. Recognized with awards such as the Ameriprise Client Experience Award, Five Star Wealth Manager, and Ameriprise Ultimate Digital Excellence Award, Jim is also a proud member of the Million Dollar Round Table – Court of the Table.