We are group of everyday people who believe that Financial Literacy is a must for everyone, and we are sick and tired of traditional industry approach of products without knowledge, so we have decided to change things.
We have devised a curriculum that is free of products and sales, and based upon fundamental concepts of how money work, to help everyday people, see their full financial picture.
We believe that Financial well-being is fundamental to the foundation of any successful society. Our mission is to provide quality hands-on financial education courses for adults.
Our missions is to provide quality educational courses conveniently offered in the workplace or community settings in cities across North America.
Our objective is to ensure free, easily accessible financial education for people everywhere. While this concept has often been discussed in the media, in the classroom and in the boardroom, little has been done to bring it to reality. However, a new model has been developed which offers hope that this goal may be achieved.
Our Concept is simple 1. Bring financial expertise and training on an educational, non-solicitous basis to public at location for their convenience. 2. Provide knowledgeable, qualified instructors equipped with practical course material.
Financial Foundation Workshops Series includes 6 workshops that are FREE for Anyone who want to attend.
New Workshop Every Monday & Thursday
Ask the organizer for current schedule
This is a series of four stand alone workshops that be taken independent of each other or all of them.
FREE FINANCIAL FREEDOM WORSHOP SERIES
WORKSHOP 1: INCREASE CASH FLOW AND DEBT MANAGEMENT
ØDiscover $$$ that you did not know you had
ØCost of SAVING $6.60 a day
ØLearn where your money goes
ØUnderstand some misconceptions in defining assets and liabilities
ØKnow the tax advantages of being a business owner
ØLearn how to pay off debt faster with debt roll up
WORKSHOP 2: STRONG FINANCIAL FOUNDATION AND PROPER PROTECTION
ØHow to build a strong financial foundation
ØThe relationship between building wealth and fulfilling your responsibilities
ØDo I need life insurance
ØIf so, how much do coverage do I need?
ØDifferent types of life insurance
ØHow to choose the most suitable insurance product for your family
WORKSHOP 3: BUILDING WEALTH AND ASSET ACCUMULATION
ØThe Wealth Building Formula
ØCost of waiting longer to invest
ØEffect of Taxes & Inflation on purchasing power
ØIdentify and differentiate Tax Now, Tax Later & Tax Advantage Assets
ØDollar Cost Averaging & Asset Allocation
ØActive vs Passive Wealth Management
WORKSHOP 4:RETIREMENT PLANNING ANDWEALTH PRESERVATION
ØWhat sources of income you will have for retirement
ØUnderstanding key differences among fixed, indexed and variable rates
ØHow Estate Planning Works?
ØWhat is your plan for Long Term Care?
ØDoes Medicare covers all my costs?
ØWill and Trusts are not just for the wealthy
Spouse or significant others are welcome. Please bring notebook and pen, an open mind and all your questions. Since we have a packed agenda we will start on time so please arrive few minutes prior to get seated.
MUST RSVP on Eventbrite: