Full course description
Course Type: Live Online Instructor-Led
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: This is a training course that includes online self-study, online presentations, and interactive support with the instructor.
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.
Time: 6:30 PM - 8:30 PM
Dates: 10/20/20 and 10/27/20
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 foundations 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™