JorgetteMontilla-WSB

JorgetteMontilla-WSB Helping one family at time with their financial goals. Ayudando cada familia con sus metas financieras. Schedule for appointment. Calendly.com/Jorgette-montilla

**Your Social Security. Your Options. Your Retirement Strategy. 🌅**Social Security can be an important part of your reti...
09/03/2026

**Your Social Security. Your Options. Your Retirement Strategy. 🌅**

Social Security can be an important part of your retirement income, and understanding your options can help you make more informed decisions. Join our **RSSA: Optimizing Social Security** workshop and explore key considerations that can help you evaluate your benefits as part of your overall retirement plan.

This session will provide valuable insights into Social Security planning, claiming considerations, and how your benefits may fit alongside your other retirement income sources.

Because a well-planned retirement starts with understanding the choices available to you.

👉 Click the link or scan the QR Code on the poster to register:
🌐 https://tinyurl.com/4tb8h27m

September is Life Insurance Awareness Month. 💙Life insurance isn't just about preparing for the unexpected—it's about pr...
09/02/2026

September is Life Insurance Awareness Month. 💙

Life insurance isn't just about preparing for the unexpected—it's about protecting the people and goals that matter most to you.

It can help provide financial support for your loved ones, protect the future you've worked hard to build, and give you greater peace of mind knowing you have a plan in place.

This month is a good reminder to take a closer look at your financial protection and ask yourself: If something unexpected happened, would the people I love be financially prepared?

Planning ahead today can make a meaningful difference tomorrow.

If you'd like to learn more about life insurance and how it can fit into your financial plan, kindly reach out. ✨




**The Future You Want Starts With a Plan Today. 🎯**Long-term goals don't have to feel out of reach when you have a clear...
09/02/2026

**The Future You Want Starts With a Plan Today. 🎯**

Long-term goals don't have to feel out of reach when you have a clear strategy behind them. Join our **Fulfilling Long-Term Goals** workshop and discover practical ways to plan ahead, prioritize what matters, and make financial decisions that support the future you're working toward.

This session will provide valuable insights into setting meaningful goals, preparing for important life milestones, and creating a financial roadmap designed to help you stay on course.

Because your biggest goals deserve more than hope—they deserve a plan.

👉 Click the link or scan the QR Code on the poster to register:
🌐 https://tinyurl.com/4tb8h27m

**Don’t Just Save. Build With a Strategy. 📈**Growing your financial resources takes more than putting money aside—it tak...
09/01/2026

**Don’t Just Save. Build With a Strategy. 📈**

Growing your financial resources takes more than putting money aside—it takes understanding how different assets can play a role in your long-term financial plan. Join our **Understanding Asset Accumulation Strategies** workshop and discover practical strategies to help you build and manage your assets with greater purpose.

This session will provide valuable insights into wealth accumulation, long-term financial planning, and making informed decisions based on your financial priorities and goals.

Because building wealth is more powerful when every decision has a purpose.

👉 Click the link or scan the QR Code on the poster to register:
🌐 https://tinyurl.com/4tb8h27m

**A Healthy Life Is Part of a Wealthy Life. 🌿💰**Your financial future and your well-being are more connected than you ma...
08/31/2026

**A Healthy Life Is Part of a Wealthy Life. 🌿💰**

Your financial future and your well-being are more connected than you may realize. Join our **Your Health & Wealth** workshop and discover practical ways to think about both your financial and personal well-being as you plan for the life you want.

This session will provide valuable insights into building healthy financial habits, preparing for potential health-related challenges, and making thoughtful choices that support your well-being and long-term financial goals.

Because true wealth is about more than what you accumulate—it's about having the freedom and well-being to enjoy life.

👉 Click the link or scan the QR Code on the poster to register:
🌐 https://tinyurl.com/4tb8h27m

**Protect Your Plans. Prepare for Life’s “What Ifs.” 🛡️**We spend so much time planning for the things we hope will happ...
08/30/2026

**Protect Your Plans. Prepare for Life’s “What Ifs.” 🛡️**

We spend so much time planning for the things we hope will happen—but preparing for the unexpected is just as important. Join our **Preparing with Proper Protection** workshop and discover practical strategies to help protect your income, assets, and financial goals from life’s uncertainties.

This session will provide valuable insights into identifying potential financial risks, strengthening your protection strategy, and creating greater confidence in the face of the unexpected.

Because a well-prepared financial plan doesn't just plan for the good times—it prepares for the “what ifs,” too.

👉 Click the link or scan the QR Code on the poster to register:
🌐 https://tinyurl.com/4tb8h27m

Happy Sunday! ✨ Hello, September! A new month brings a fresh opportunity to reset, refocus, and take intentional steps t...
08/30/2026

Happy Sunday! ✨ Hello, September! A new month brings a fresh opportunity to reset, refocus, and take intentional steps toward the financial future you want to build. 🌱

This is a great time to revisit your goals, strengthen your habits, and continue learning how to make informed financial decisions. Remember, progress doesn’t have to happen all at once — consistency is what makes the difference. 💰

Take a look at our weekly workshop schedule 📅 and join a session that can help you gain new insights, build confidence, and stay motivated on your financial journey.

Start where you are, keep learning, and give yourself the opportunity to grow. We’re here to support you every step of the way. 🤍

Let’s make September a month of purpose, progress, and smarter financial choices! ✨

👉 Scan the QR code or click the link below to register.
🌐 https://tinyurl.com/4tb8h27m



Protecting your family's future starts with preparing for the unexpected. 💙Life insurance can provide financial support ...
08/28/2026

Protecting your family's future starts with preparing for the unexpected. 💙

Life insurance can provide financial support for the people who matter most, helping ease the financial burden during one of life's most difficult moments.

It's more than just a policy—it's a way to plan ahead, protect your loved ones, and give yourself greater peace of mind knowing you've taken a step toward their financial security.

Because caring for your family isn't only about being there today. It's also about preparing for tomorrow. 🌿

If you'd like to learn more about how life insurance can help protect your family's financial future, kindly reach out. ✨



**Take Charge of Your Cash Flow. Take Steps Toward Freedom. 💵**Managing your income and debt effectively can create more...
08/27/2026

**Take Charge of Your Cash Flow. Take Steps Toward Freedom. 💵**

Managing your income and debt effectively can create more room for the things that matter most. Join our **Increase Cash Flow & Manage Debt** workshop and discover practical strategies to help you better manage your money, reduce financial pressure, and create greater flexibility in your financial life.

This session will provide valuable insights into improving cash flow, managing debt responsibly, and making intentional financial decisions that can support your short- and long-term goals.

Because when you take control of your finances, you create more possibilities for your future.

👉 Click the link or scan the QR Code on the poster to register:
🌐 https://tinyurl.com/4tb8h27m

I am doing well, even when progress feels quiet. 🌿✨Not all growth is easy to see. Sometimes, progress looks like becomin...
08/26/2026

I am doing well, even when progress feels quiet. 🌿✨

Not all growth is easy to see. Sometimes, progress looks like becoming more patient, learning from your experiences, building better habits, or simply choosing to keep going.

You don't need constant achievements or visible results to know that you're moving forward. Some of the most meaningful changes happen quietly, little by little, behind the scenes.

Trust the process. Give yourself credit for the steps you've already taken, and remember that slow progress is still progress.

You are doing better than you think. Keep going. 💛



Address

1815 S Meyer Street, Suite 1000, Oakbrook Terrace
Villa Park, IL
60181

Telephone

+16303352008

Website

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