Workshops & Agent Connections

These are the planned Workshops for June & July 

Workshops with dates are scheduled

Workshops will be on demand after the live date

🆓Workshops are open to everyone with the free Toolkit or full Toolbox (registration links below)

⭐ Workshops are for paid Toolbox owners only (registration links in your dashboard)

Registration is ONLY necessary if you will attend at the scheduled time.

You do NOT need to register for on demand access. 

  1. Portfolio Building Workshops

    6 lessons
    1. 🆓Customizing Your Tools For Overthinkers | 6/17/26
    2. 🆓Building Your Win List | 6/24/26
    3. 🆓Audit Your Back Office & Profitability | 6/25/26
    4. 🆓Audit Your Agent & Client Identity 6/26/26
    5. ⭐Audit Your Intake & Qualifying Process | | Toolbox | Coming Soon
    6. ⭐Audit Your Forms, Compliance, & CYA | Toolbox | Coming Soon
  2. Evaluate & Decide Workshops

    4 lessons
    1. 🆓Expedia |July TBD
    2. ⭐Southwest Adventure Tours | Toolbox | Coming Soon
    3. ⭐Amtrak Vacations | Toolbox | Coming Soon
    4. ⭐Good Trip Adventures| Toolbox | Coming Soon
  3. Expand Your Portfolio Workshops

    4 lessons
    1. 🆓National Parks | July TBD
    2. 🆓Lower Keys & Key West | August TBD
    3. ⭐Upper Keys | Islamorada, Key Largo, Marathon | Toolbox | Coming Soon
    4. ⭐Tampa Bay | Toolbox | Coming Soon
  4. Agent Connections

    2 lessons
    1. 🆓Finish The Work | Portfolio Build | Now, Next, & Never Plan | 6/30/26
    2. ⭐Get It Done | College Of Disney Knowledge | Toolbox | July TBD

Save Your Seat To Attend Live

These are included with both the free Toolkit and the paid Toolbox. 

These are NOT trainings.

They are active work sessions where you will you will do real things, in real time, with real help. 

Registering means you plan to attend at the scheduled time and participate fully by having camera on, mic engaged, distractions limited, and prep work done. 

You do NOT need to register for on demand access.

Don't have the Toolkit yet? No problem. You'll get access automatically when you register.

Customizing Your Tools (For Overthinkers🙋‍♀️)

1 Hour LIVE Workshop

Wednesday, June 17, 2026 | 12:00 EST

Building Your Win List

1 Hour Workshop

Wednesday, June 24, 2026 | 12:00 EST

Audit Your Back Office & Profitability

1 Hour Workshop

Thursday, June 25, 2026 | 12:00 EST

Audit Your Agent & Client Identity

1 Hour Workshop

Friday, June 26, 2026 | 12:00 EST

FAQ

See The Full Toolbox