Financial Literacy Workshops

Let’s talk Money

All Workshops Will Begins at 6:30 PM ET

You can choose to attend one or more of the following workshops.

FIRST NAME

LAST NAME

EMAIL ADDRESS

PHONE NUMBER

CITY

STATE

INVITED BY

ATTENDEE TYPE

Disclaimer: You, hereby certify that you are at least 18 years old, have consent to register for this event and you agree that the information you submit to the webinar organizer will be used to communicate with you regarding this event and their other services. There is NO FEE for this event. Registration is required for access. By attending this virtual event, you agree to not record or distribute any digital copies of this event without the expressed written consent of the webinar organizer. This event is intended for educational purposes and does not require any attendee(s) to purchase any product or service.

Contact Us

What You Will Learn

Building Savings & Wealth

Identifying your GOALS
The FINANCIAL FOUNDATION mindset
What is the WEALTH FORMULA, and how will it help you?
Comprehend the effects of TIME & INFLATION on your assets

Increase Cash Flow & Manage Debt

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

Preparing With Proper Protection

The X-CURVE concept
Why PROPER PROTECTION is the foundation
The value of properly protecting your ASSETS & LIABILITIES
How this benefits your overall FINANCIAL STRATEGY
Most common QUESTIONS & MISTAKES

Your Health & Wealth

The financial importance & impact of your HEALTH
Strategies to TRANSFER & PRESERVE your wealth
ENSURING that your LAST WISHES are prepared & carried out
Understanding the inevitability and impact of MEDICAL EXPENSES

Understanding Asset Accumulation Strategies

Accumulating wealth & the COST OF WAITING
Looking at HISTORICAL returns, AVERAGE returns, and YOUR returns
Strategies and MINIMIZING RISK

Fulfilling Long-Term Goals

Planning for the cost of HIGHER EDUCATION
PENSIONS, IRAs, ANNUITIES and more
ROLLOVER options
Understanding the TAX IMPACT

Preparing for College

Understanding the “TRUE” cost of college
Why is COLLEGE PLANNING important?
The college DILEMMA
Understanding college GRADUATION RATES
How should you RESEARCH and PLAN ahead?
Pathway to “DOING COLLEGE RIGHT“