Wealth Creation Today
Most people learn about personal finance through observing how their friends and family manage their money. When was the last time you received a formal financial education? Nearly every successful professional could benefit from increased financial fluency. Whether you are a corporate veteran, business owner, or independently wealthy, Wealth Creation Today, a personal finance course for professionals age 35-50, uses a comprehensive, unbiased approach to deliver rewards over a lifetime. Topics will include life and wealth planning, barriers to wealth accumulation, tax advantaged investment vehicles, managing family finances, and investment strategies.
A spouse or guest may attend at no additional charge.
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