Financial Success

Objective:

Provide individuals and families with the knowledge and tools to make informed financial decisions. This program covers essential personal and business finance topics. Participants will learn how to manage their finances, build wealth, and plan for the future.


Modules:

  • Personal Financial Foundations:

    • Budgeting with intention & goal setting

    • Managing debt & credit: OPM

    • Protection: Securing the right types of insurance

  • Investing 101:

    • Introduction to stock market investing and strategies

    • Introduction to blockchain and cryptocurrency

    • Real estate: Buying, Selling, Renting

    • Understanding retirement plans: Employer sponsored & IRAs.

    • Charitable contributions

  • Entrepreneurship:

    • Starting and managing a business

    • Navigating taxes and deductions

    • Scaling the business: The Franchise Model

  • Generational Wealth:

    • Estate planning (Will, Trust, PoA)

    • Financial tools for families with special needs.

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Business Fundamentals