Financial Education Workshops

Get your notebooks and pencil out as you're about to learn the way to Financial Independence!

Refer to the monthly schedule and register for the workshops below.

What you will learn:

• Identify your goals.
• The Financial Foundation mindset.
  
• What is the Wealth Formula, and how will it help?
• Comprehend the effects of time and inflation on your assets.

What you will learn:

• Discover $100 or more that you didn't know you had.
  
• Find out where your money is going.
• Build a real plan to be debt free faster.
• How to increase cash flow.

What you will learn:

• The X-Curve concept.
• Why Proper Protection is the foundation.
• The value of properly protecting your assets and liabilities.
• How this benefits your overall financial strategy.
• Most common questions and mistakes.

What you will learn:

• The financial importance and impact of your health.
• Strategies to transfer and preserve your wealth.
• Ensuring that your last wishes are prepared & carried out.
• Understanding the inevitability and impact of medical expenses.

What you will learn:

• Accumulating wealth and the Cost of Waiting.
• Looking at Histroical returns, Average returns, YOUR returns.
• Strategies and Minimizing Risk.

What you will learn:

• Planning for the Cost of Higher Education.
• Pensions, IRAs, Annuities and more.
  
• Understanding the Tax Impact.

Get more personal with a Financial Educator on a 1 on 1 virtual workshop where you can interact and ask specific questions about the workshop.

Get more personal with a Financial Educator through a virtual workshop where you and your family can interact and ask specific questions about the workshop.

Get more personal with a Financial Educator through a virtual workshop where you and your staff can interact and ask specific questions about the workshop.