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### About This Event

The IT industry is changing rapidly — with restructuring, automation, and shifting demand affecting professionals at all levels. During times like these, many people recognize the importance of developing stronger financial understanding and planning skills.
This session is designed for IT professionals who want to learn the fundamentals of personal finance, understand how different financial concepts fit together, and gain clarity on navigating uncertain job markets.

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### What We’ll Cover

During this workshop, we’ll introduce the Wealth Algorithm™, a simple and structured framework for understanding key areas of personal finance:
1️⃣ Protection Basics
How people think about emergency funds, insurance fundamentals, wills, and trusts.
2️⃣ Life Planning Concepts
Ways individuals prepare for major life events such as education, healthcare, and retirement.
3️⃣ Organizing Your Financial Picture
Approaches to reviewing expenses, obligations, and financial priorities.
4️⃣ Long-Term Financial Planning Themes
General concepts behind retirement accounts, saving strategies, and long-term planning.
5️⃣ Legacy & Future Planning
Understanding common approaches to long-term family, estate, or legacy considerations.
This event will not provide financial advice or promote any specific products. It’s strictly focused on education and awareness.

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### Why This Matters for IT Professionals

Many technical professionals experience job transitions or industry cycles. Understanding financial principles can help you make informed decisions during periods of change.
This session creates a calm, structured space for learning — not pressure.

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### Format

  • Short educational workshop (30–45 minutes)
  • Open discussion and Q&A
Events in Lewisville, TX
Entrepreneurship
Financial Planning
Financial Education
Financial Freedom
Personal Finance

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