Full course description
Course Type: TBD
IMPORTANT: Please log in to your course using the Course Invitation from Institute for Corporate & Continuing Education <firstname.lastname@example.org>. The invitation will be emailed to you the same day you enroll/register for the course.
This is how you will access your classroom course. This is also how you will access your online live synchronous meeting software.
Course Format: TBD
Course Technology Requirements: Desktop computer, laptop computer, Chromebook, or tablet with an internet connection and Chrome browser recommended. Mobile phones may not be compatible with interactive course tools and modules.
The classroom prepared you for your career. Now it’s time to take a deep dive into your financial future. Come together with your peers for an insightful approach to building the personalized tools and strategies necessary for a lifetime of informed decisions. The instructor-led classroom format matters. You need a space to ask questions and get them answered. Soak in the knowledge and leave with confidence and a lasting connection.
Nearly every successful professional could benefit from increased financial fluency. Whether you are a corporate veteran, business owner, high-powered consultant or independently wealthy, Wealth Creation Today™ uses a comprehensive, unbiased approach to deliver rewards over a lifetime that you can use to set the ground work of your legacy.
This course includes an in depth illustrated textbook. Couples may attend together for a single registration fee. Class sizes are limited so register today.
Section 1: Life & Wealth Planning
Section 2: Barriers to Wealth Accumulation
Section 3: Tax Advantaged Investment Vehicles
Section 4: Managing Family Finances
Section 5: Investment Strategies
Section 6: Risk Management Strategies
Instructor: Jeff Anderson, CFP® Certified Financial Planner™