The Blueprint: Wealth at Every Stage
Learn how to build and grow your wealth at every stage of life in our online event, The Blueprint: Wealth at Every Stage!
By Naresse Middleton
Select date and time
Thursday, June 19 · 4 - 5:30pm PDT
Location
Online
Refund Policy
Refunds up to 7 days before event
Agenda
7:00 PM - 7:05 PM
Welcome & Introduction
J. Naresse Middleton
7:05 PM - 7:20 PM
Speaker Presentation: Accumulating Wealth
David Neeley
Speaker: David Neeley Key Points - The Circle of Wealth: If everything you knew about money was wrong, when would you want to know? Learn the four key questions every retiree must answer: What retur...
7:20 PM - 7:35 PM
Speaker Presentation: Growing Wealth (Pt. 1)
Terence Guess
Speaker: Terence Guess
Key Points:
-Building credit and preparing for major financial decisions, such as homeownership.
-Practical ways to start growing wealth even on a tight budget.
-Understanding...
7:35 PM - 7:50 PM
Speaker Presentation: Growing Wealth (Pt. 2)
J. Naresse Middleton
Speaker: J. Naresse Middleton
Key Points:
-The importance of planning for generational wealth transfer.
-How real estate plays a vital role in creating and distributing wealth.
-Overview of the rewa...
7:50 PM - 8:10 PM
Speaker Presentation: Protection and Distribution Of Wealth
Dave McDaniel
Speaker: Dave McDaniel
Key Points:
-Strategies for protecting assets, including insurance and retirement planning.
-Why pre-retirees should focus on retirement income distribution.
-Tips for creatin...
8:10 PM - 8:25 PM
Q&A Session
J. Naresse Middleton
-Attendees can submit questions during the webinar.
-Naresse moderates, directing questions to the appropriate speaker.
-Focus on addressing common concerns and clarifying key points.
8:25 PM - 8:30 PM
Closing & Call To Action
J. Naresse Middleton
-Recap the four pillars of wealth-building.
-Reiterate the rewards program and how attendees can get started (e.g., signing up, booking consultations).
-Share next steps (e.g., links to resources, sc...