Wealth Creation Today™  is an interactive, lecture-format adult financial education course for successful professionals ages 35-50.  This course takes a comprehensive, objective approach, giving you indispensable tools to avoid mistakes and recognize smart solutions for your personal financial wellness.  Inflation, interest, insurance, and investments … stocks, bonds, ETFs, annuities, and mutual funds … taxes, IRAs, 401(k)s, and so much more. Complicating matters, many financial education courses only cover one or two of these topics, ignoring the broad spectrum of available choices. But how does it all fit together? And what’s the right path for you? 

Course Outline

Session 1

• Section 1 – Life & Wealth Planning
• Section 2 – Barriers to Wealth Accumulation
• Section 3 – Tax Advantaged Investment Vehicles

Session 2

• Section 4 – Managing Family Finances
• Section 5 – Investment Strategies
• Section 6 –  Risk Management

 Classroom sessions are taught by highly qualified financial practitioners who will use real-world examples to identify key concepts and strategies. Participation is highly encouraged and classroom questions are always welcomed.

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Who should attend?

Nearly every successful professional could benefit from increased financial fluency. Whether you are a corporate veteran, business owner, high-powered consultant or independently wealthy, Wealth Creation Today™ uses a comprehensive, unbiased approach to deliver rewards over a lifetime that you can use to set the foundations of your legacy.

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