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Financial Freedom 6 - Having your health & wealth and transferring it

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San Francisco Public Library

100 Larkin st

5th Floor Learning Center

San Francisco, CA 94102

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Workshop 1: Increasing Cash Flow and Managing Debt

Friday Sept 27th2019 3:pm – 5:00 pm

In this eye-opening workshop, we discuss two main concerns in building a financial future as we look to shift the mindset from spending first to saving first. We will look at over 20 different ways to save money as well as sharing strategies on how to best manage existing debt and setting a strong mindset and foundation for upcoming topics in the workshop series

https://sfplff1.eventbrite.com

Workshop 2: Proper Protection

Friday Oct 4th2019 3:pm – 5:00 pm

This workshop focusses on understanding the X-Curve and how to best manage the "responsibility" curve that so many people struggle to understand and quantify. Though primarily focused on the protection component of our finances, we start to look at ways to build wealth, develop tax shelters, and manage healthcare issues.

https://sfplff2.eventbrite.com

Workshop 3: Understanding Savings and Retirement

Friday Oct 11th2019 3:pm – 5:00 pm

As we start to build up our financial house, this workshop discusses the basics on money including building up a strong emergency fund and working towards building future wealth through the concept of the wealth formula. Understanding money and its various components (time, rate of return, inflation, taxes, etc...) is essential in building a strong, predictable future, and this workshop covers a lot of what is necessary to do that.

https://sfplff3.eventbrite.com

Workshop 4: Wealth and Asset Accumulation

Friday Oct 18th2019 3:pm – 5:00 pm

As we build wealth, it is important to have strategies that don't depend on savvy financial knowledge and skills. This workshop focusses on those strategies that everyone can utilize and implement to manage risk, avoid the emotional pitfalls of fear and greed, and at the same time expand their diversity among many different financial options.

https://sfplff4.eventbrite.com

Workshop 5: Utilizing Investment Vehicles

Friday Oct 25th2019 3:pm – 5:00 pm

This workshop focusses on understanding the investment landscape and the types of programs that have been and are available from employers as well as on an individual basis. Where are you able to save? What vehicles enable you to save long term and how do they work to your advantage/disadvantage? We will also discuss the college planning landscape and ideas to best navigate this tricky period of time as we look at the best way to plan for your children’s college at the same time you plan for your retirement.

https://sfplff5.eventbrite.com

Workshop 6: Having your health and Wealth and Transferring it

Friday Nov 1st2019 3:pm – 5:00 pm

In this concluding workshop, we discuss the looming healthcare epidemic and how to manage the costs through a proper understanding of the health care system. Lastly, we discuss how to preserve the estate we have spent our entire lives building.

https://sfplff6.eventbrite.com

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Date and Time

Location

San Francisco Public Library

100 Larkin st

5th Floor Learning Center

San Francisco, CA 94102

View Map

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