Course Type:  Live Online Instructor-Led

IMPORTANT:  Please log in to your course using the Course Invitation from Institute for Corporate & Continuing Education <notifications@instructure.com>.  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. 

Day:  Tuesday

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.

Session 1
Section 1: Life & Wealth Planning
Section 2: Barriers to Wealth Accumulation
Section 3: Tax Advantaged Investment Vehicles

Session 2
Section 4: Managing Family Finances
Section 5: Investment Strategies
Section 6: Risk Management Strategies

Instructor:  Jeff Anderson, CFP® Certified Financial Planner™ 

Life Management