Financial planning is not just about money- it's about your purpose, values, time, and much more. Caplo is hosting a financial literacy workshop for millennials looking to get their shit together. Being more than just a seminar, this workshop will not only educate you on the basics of a financial plan and the importance of having one but also provide strategies that you can start implementing right away to improve your financial state.
We want to empower millennials who are ready to change their financial situation. Millennials who:
- Want to know how to manage their finances
- Want to grow their wealth with investing
- Want to pay off their debt sooner than later
- Want to protect their family with a financial plan
Don't miss out on this opportunity to gain financial knowledge, be part of a dynamic community, and begin your journey toward financial security.
Key Takeaways
1. Assessing Values- Why is $ Important To You?
- Identify priorities, goals, and values
2. Now vs. Future- Where Are You Now & Where Do You Want To Be?
- Analyze current financial status: net worth, cashflow, debt management
- Predict and Plan your future financial status
3. Budgeting & Saving- Where & How To Allocate Your Resources!
- What are your fixed expenses? How much is left over?
- Importance of money allocation
- Learn how to improve the six most important aspects of your Budget: Fixed Expenses, Emergency fund, Life Insurance, Family Planning, Investing Retirement, Lifestyle Spending
4. Benefits of a one-page financial plan vs a tradional 100+ page document!
RSVP now to secure your spot as spaces are limited!
LIVE Zoom link will be sent via email!
