Free

Multiple Dates

Concord: Financial Foundation Workshops

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Diamond Boulevard

Concord, CA 94520

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New Workshop Every Saturday

Ask the orgamizer for current schedule

This is a series of four stand alone workshops that be taken independent of each other or all of them.



FREE FINANCIAL FREEDOM WORSHOP SERIES


WORKSHOP 1: INCREASE CASH FLOW AND DEBT MANAGEMENT
ØDiscover $$$ that you did not know you had
ØCost of SAVING $6.60 a day
ØLearn where your money goes
ØUnderstand some misconceptions in defining assets and liabilities
ØKnow the tax advantages of being a business owner
ØLearn how to pay off debt faster with debt roll up

WORKSHOP 2: STRONG FINANCIAL FOUNDATION AND PROPER PROTECTION
ØHow to build a strong financial foundation
ØThe relationship between building wealth and fulfilling your responsibilities
ØDo I need life insurance
ØIf so, how much do coverage do I need?
ØDifferent types of life insurance
ØHow to choose the most suitable insurance product for your family

WORKSHOP 3: BUILDING WEALTH AND ASSET ACCUMULATION
ØThe Wealth Building Formula
ØCost of waiting longer to invest
ØEffect of Taxes & Inflation on purchasing power
ØIdentify and differentiate Tax Now, Tax Later & Tax Advantage Assets
ØDollar Cost Averaging & Asset Allocation
ØActive vs Passive Wealth Management

WORKSHOP 4:RETIREMENT PLANNING ANDWEALTH PRESERVATION
ØWhat sources of income you will have for retirement
ØUnderstanding key differences among fixed, indexed and variable rates
ØHow Estate Planning Works?
ØWhat is your plan for Long Term Care?
ØDoes Medicare covers all my costs?
ØWill and Trusts are not just for the wealthy

Spouse or significant others are welcome. Please bring notebook and pen, an open mind and all your questions. Since we have a packed agenda we will start on time so please arive few minutes prior to get seated.
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Location

Diamond Boulevard

Concord, CA 94520

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