HOW WILL YOU BUILD AND PROTECT WEALTH FOR THE FUTURE?

A MODERN FINANCIAL EDUCATION COURSE FOR SUCCESSFUL PROFESSIONALS READY TO PLAN SMARTER

Wealth Creation Today® is designed for professionals who want to make confident financial decisions and take control of their future.

Wealth Creation Today®

A Personal Finance Course for Adults Age 35 - 50

Marietta High School

1171 Whitlock Avenue SW Seminar Room (C205-206)

Marietta, GA 30064

AVAILABLE CLASSES

TUESDAYS

Asset 9-1 Aug. 25 & Sep. 1
Asset 10-1 6:00 p.m. to 8:30 p.m.
or

THURSDAYS

Asset 9-1 Aug. 27 & Sep. 3
Asset 10-1 6:00 p.m. to 8:30 p.m.
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ARE YOU CONFIDENT IN YOUR FINANCIAL PLAN?

Growing your wealth in an uncertain economy

Managing taxes and investments strategically

Preparing for education, housing, or major life changes

Staying on track to achieve long-term goals

Protecting your family and future

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Today’s professionals face unique financial challenges and opportunities. From high-income tax traps to complex investment choices, it’s easy to feel uncertain about your next move. Wealth Creation Today® is a practical, engaging course built for professionals who want to make smart decisions now—and secure a better future for themselves and their families.

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IN THIS COURSE YOU’LL DISCOVER PRACTICAL STRATEGIES TO HELP YOU

  • Create a personalized plan for building and protecting wealth
  • Evaluate and manage your investment options
  • Plan for major expenses like education, housing, and retirement
  • Understand tax strategies to keep more of what you earn
  • Protect your assets and minimize risk
  • Navigate insurance and estate planning considerations

COURSE OVERVIEW

Duration: 5 hours

Location:

Marietta High School

1171 Whitlock Avenue SW Seminar Room (C205-206)

Marietta, GA 30064

Dates: Tuesday classes: Aug. 25 & Sep. 1, 6:00 p.m. to 8:30 p.m.
Thursday classes: Aug. 27 & Sep. 3, 6:00 p.m. to 8:30 p.m.

Tuition: $49

Bonus: Spouse, partner or guest attends at no additional cost

FIND A COURSE
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COURSE PREVIEW

1

Life & Wealth Planning

  • Financing your life goals
  • Establishing S.M.A.R.T. financial goals
  • Personal financial statements
  • Managing an annual budget
  • Income vs. wealth accumulation
  • Dual-income family considerations
  • Planning an early retirement

2

Barriers to Wealth Accumulation

  • The wealth accumulation formula
  • 14 wealth planning mistakes
  • Debt reduction strategies
  • Inflation trends and purchasing power of money
  • Leveraging the time value of money
  • Overcoming investment fears (opportunity cost)
  • Ordinary income vs long-term capital gains
  • 12 strategies to save money on taxes

3

Tax Advantaged Accounts and Investment Vehicles

  • Maximizing the value of your paycheck
  • 401(k) and other benefit plans
  • Rollover defined-considerations
  • Traditional vs. Roth IRAs
  • IRA to Roth IRA conversions
  • SIMPLE & SEP IRAs
  • Health savings vs. flex spending accounts
  • Tax-advantaged annuities
  • Employee stock options 
  • Choosing beneficiaries

4

Managing Family Finances

  • Discussing money inside the home
  • Raising financially aware children
  • Navigating child tax credit phase-outs
  • Guardian IRAs
  • College funding investment vehicles
  • Protecting your parents from scams
  • Social Security and Medicare
  • Long-term care for parents
  • Estate planning
  • Wills, trusts, and inheritance
  • The probate process

5

Investment Strategies

  • Considerations before you invest
  • Cash accounts
  • Stocks and equities
  • Bonds
  • Mutual funds
  • Index funds
  • Exchange-traded funds
  • Alternative investments
  • Active vs. passive investing
  • Robo advisors and model portfolios
  • Professional investment management

6

Risk Management Strategies

  • Common investment risks
  • Investment risk management
  • Asset allocation
  • Modern portfolio theory
  • Protecting against fraud and financial scams
  • Protecting yourself from cash windfalls
  • Property and casualty insurance
  • Disability income insurance
  • Medical and health insurance
  • Comparing life insurance 

WHAT’S INCLUDED

  • 5 hours of classroom instruction
  • A comprehensive course textbook (yours to keep)
  • An optional one-on-one consultation
  • Complimentary attendance for a spouse or guest
DOWNLOAD COURSE PREVIEW
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WHO SHOULD ATTEND?

If you’re a professional in your 30s to 50s looking to build wealth, plan with confidence, and avoid costly mistakes, this course is for you. No financial experience is required.

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WHAT ATTENDEES ARE SAYING

Teacher was engaging and entertaining and provided great information without getting too far into the weeds when questions came up. The workbooks were an excellent support for the discussion. I appreciate the value of the course.

Sally

Wealth Creation Today

Our patient and skilled teacher who made a difficult subject approachable. Thank you to the Financial Educators Network for putting on this class. The small class fee was money well-spent.

James

Rejuvenate Your Retirement

The course provided a great springboard for my husband and I to start having the conversations about what retirement will look like and what we need to do now.

Sandra

Wealth Creation Today

Appreciated the time the course was offered. The instructor was personable and approachable. Great course!

George

Retirement Planning Today

FREQUENTLY ASKED QUESTIONS

Can I bring a guest?

Yes. Your spouse, partner, or a friend may attend with you at no additional cost. If they'd like their own workbook, you can request one when you register.

What do I need to bring to class?

Just yourself and a willingness to learn. We provide a comprehensive workbook to help you follow along and apply what you learn to your own situation.

What if I can’t attend both sessions?

While it’s best to attend both, the material is structured so you will benefit even if you miss one session. You can also discuss any missed content during the optional follow-up consultation.

Is there time to ask questions?

Yes. There will be opportunities to ask questions during the course. You may also request a one-on-one consultation after the class at no cost.

Who teaches the course?

All instructors are licensed financial professionals with real-world experience and a commitment to providing unbiased, easy-to-understand education.

Is the course really only $49?

Yes. The $49 registration fee covers both sessions, your course workbook, and an optional consultation. A guest may attend with you at no charge.

REGISTER ONLINE

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REGISTER BY PHONE

877-805-1660

Call today with questions or to sign up

SEATS ARE LIMITED

RESERVE YOUR SPOT TODAY

WEALTH CREATION TODAY®

Location:

Marietta High School

1171 Whitlock Avenue SW Seminar Room (C205-206) Marietta, GA 30064

AVAILABLE CLASSES

TUESDAYS

cal_white Aug. 25 & Sep. 1
clock_white 6:00 p.m. to 8:30 p.m.
or

THURSDAYS

cal_white Aug. 27 & Sep. 3
clock_white 6:00 p.m. to 8:30 p.m.

TAKE THE FIRST STEP TOWARD

A MORE CONFIDENT RETIREMENT

Join hundreds of retirees who have left this course with a plan—and peace of mind.

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CAN’T MAKE THIS DATE?

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Your instructor is Andreas Wilder, CFA®, CFP® , Financial Advisor with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC. Member FINRA and SIPC.