Description
About this Event
Financial Literacy Weekly Boot Camp
This is a series of six stand alone workshops. You can pick and choose which workshops you would like to attend. You are more than welcome to attend all six workshops as well. All workshops are free to attend.
Spouses or significant others are welcome.
Please bring a notebook, a pen, an open mind, and all of your questions.
Since we have a packed agenda we will start on time, so please arrive a few minutes prior to get seated.
Below is a brief description of what you will learn in our workshops
FREE FINANCIAL FREEDOM WORKSHOP SERIES
WORKSHOP 1: BUILDING SAVINGS AND WEALTH
What you will learn:
Ø Identifying your goals
Ø The financial foundation mindset
Ø What is the wealth formula and how will it help you?
Ø Comprehend the effects of time and inflation on your assets
WORKSHOP 2: INCREASE CASH FLOW AND MANAGE DEBT
What you will learn:
Ø Discover $100 or more that you did not know you had
Ø Find out where your money is going
Ø Build a real plan to be debt free faster
Ø How to increase cash flow
WORKSHOP 3: PREPARING WITH PROPER PROTECTION
What you will learn:
Ø The x-curve concept
Ø Why proper protection is the foundation
Ø The value of properly protecting your assets and liabilities
Ø How this benefits your overall financial strategy
Ø Most common questions and mistakes
WORKSHOP 4: YOUR HEALTH & WEALTH *A New Workshop!*
What you will learn:
Ø The financial importance and impact of your health
Ø Strategies to transfer and preserve your wealth
Ø Ensuring that your last wishes are prepared and carried out
Ø Understanding of the inevitability and impact of medical expenses
WORKSHOP 5: UNDERSTANDING ASSET ACCUMULATION STRATEGIES *A New Workshop!*
What you will learn:
Ø Accumulating wealth and the cost of waiting
Ø Looking at historical returns, average returns, and your returns
Ø Strategies and minimizing risk
WORKSHOP 6: FULFILLING LONG-TERM GOALS
What you will learn:
Ø Planning for the cost of higher education
Ø Pensions, IRAs, annuities and more
Ø Rollover options
Ø Understanding the tax impact
*For a FREE consultation or to find out more, please fill out this survey: https://docs.google.com/forms/d/e/1FAIpQLSfKPYgEfuqdFSAZDbHRivIj25R7SZRwIwz3Q4QzmPTYQ8Bqgw/viewform