FINANCIAL FOUNDATION EDUCATIONAL WORKSHOPS
How often do we use money?
Have you ever wondered why some people seemed to be more financial secure and successful than others?
Is it possible, we simple don't know what we don't know, especially when it comes to finances?
We believe people do not plan to fail, we fail to plan because of a general lack of understanding, support, and access to tools to real plan.
Our Financial Education Workshops will help you understand the fundamentals of building a strong financial foundation for you and your family! We look forward in helping you start, or accelerate your current, journey towards financial security and ultimately, financial independence.
We look forward to seeing you in person. Workshops are also accessible online through Zoom! The scheduled times will be the same. Please contact us directly with any questions.
ZOOM MEETING LINKS FOR SATURDAYS:
https://us02web.zoom.us/j/89040794651
Meeting ID: 890 4079 4651
Please log on with your full name so we can welcome you properly.
DOORS OPEN 15 minutes before
AVAILABLE MATERIALS:
Workbook $7, Text Book ‘Saving Your Future’ $7
WORKSHOPS ARE HELD:
SATURDAYS 11:00AM - 12:30PM to provide for questions.
Workshops are held on a rotating basis. No Workshops on Holidays and Continuing Education Training Events for Instructors. Please see message board or message our Organizer if you have questions.
NEW WORKSHOP TOPICS*
Workshop 1: Building Savings & Wealth
In this Workshop, you will learn to Identify your goals, the Financial Foundation mindset, and introduction to the Wealth Formula like the Rule of 72 and how time and inflation affect your wealth.
Workshop 2: Increasing Cash Flow & Manage Debt
In this Workshop we will learn powerful and practical strategies to eliminate debt, increase cash flow, and help you answer questions like: Where would you like to be in 5 years? What do you want your retirement picture to look like? What’s your plan to achieve these goals?
Workshop 3: Preparing with Proper Protection
In this Workshop you will learn the concept of X-Curve and how this impacts your overall financial strategy; why Proper Protection is the foundation and common questions and mistakes. You will leave with an understanding of what the industry at large doesn’t teach about insurance.
Workshop 4: Understanding Asset-Accumulation Strategies
In this Workshop, we’ll be learning the concepts and strategies of an educated investor. You will leave with an understanding of these simple concepts and confidence their application for you and your family.
Workshop 5: Fulfilling Long-Term Goals
In this Workshop, we are going to be talking about investment vehicles; the instruments for which you can put your money in and the reasons for them. We will learn about goals such as saving for education, options for retirement, and an understanding impact of inflation and taxes on them.
Workshop 6: Preserving Your Wealth & Estate
Everyone has a Story. What steps can you take to preserve your hard work? What strategies can you employ to preserve and transfer wealth and ensure your wishes are carried out? Estate Planning is for everyone, not just the wealthy.
*Certificate of Complete for Attendees who complete all Workshops
• Bring a notebook and a pen.
