Agenda Discovery Week Month

Curated for Me

Edmond OK: Financial Foundation Workshops

National Financial Literacy Campaign
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Endorsed by Curators:
Nov 30 10:30AM - 12:00PM

New Workshop Every Tuesday & Saturday

Ask the organizer for current schedule

This is a series of four stand alone workshops that be taken independent of each other or all of them.



FREE FINANCIAL FREEDOM WORKSHOP SERIES


WORKSHOP 1: INCREASE CASH FLOW AND DEBT MANAGEMENT

  • Discover $$$ that you did not know you had

  • Cost of SAVING $6.60 a day

  • Learn where your money goes

  • Understand some misconceptions in defining assets and liabilities

  • Know the tax advantages of being a business owner

  • Learn how to pay off debt faster with debt roll up


WORKSHOP 2: STRONG FINANCIAL FOUNDATION AND PROPER PROTECTION

  • How to build a strong financial foundation

  • The relationship between building wealth and fulfilling your responsibilities

  • Do I need life insurance

  • If so, how much do coverage do I need?

  • Different types of life insurance

  • How to choose the most suitable insurance product for your family


WORKSHOP 3: BUILDING WEALTH AND ASSET ACCUMULATION

  • The Wealth Building Formula

  • Cost of waiting longer to invest

  • Effect of Taxes & Inflation on purchasing power

  • Identify and differentiate Tax Now, Tax Later & Tax Advantage Assets

  • Dollar Cost Averaging & Asset Allocation

  • Active vs Passive Wealth Management


WORKSHOP 4:RETIREMENT PLANNING ANDWEALTH PRESERVATION

  • What sources of income you will have for retirement

  • Understanding key differences among fixed, indexed and variable rates

  • How Estate Planning Works?

  • What is your plan for Long Term Care?

  • Does Medicare covers all my costs?

  • Will and Trusts are not just for the wealthy


WORKSHOP 5:COLLEGE COACHING AND PLANNING FOR HIGH SCHOOL FAMILIES

  • One on One Coaching with Student

  • Help assessing students aptitude & interest to determine career path

  • Works with planning, selection and application process

  • Essay & FAFSA review

  • Help search for grants and scholarships

  • Keeping parents and students involved in the admission process


Your Host:

Sikander Lodhi

Mia Frazier

Parthenia Walker

Text us at 510.922.0203 for any questions

Spouse or significant others are welcome. Please bring notebook and pen, an open mind and all your questions. Since we have a packed agenda we will start on time so please arive few minutes prior to get seated. Business Attire please
MUST RSVP on Eventbrite.


FREE SYF

Upcoming Events

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Endorsed by Curators:
San Jose: Financial Foundation Workshops

San Jose: Financial Foundation Workshops

Nov 14 7:00PM - 9:00PM
New Workshop Every Monday & ThursdayAsk the orgamizer for current scheduleThis is a series of four stand alone workshops that be taken independent of each other or all of them.FREE FINANCIAL…
 
Write a Review
Select your rating. ( ) ( ) ( ) ( ) ( )
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Endorsed by Curators:
Edmond OK: Financial Foundation Workshops

Edmond OK: Financial Foundation Workshops

Nov 16 10:30AM - 12:00PM
New Workshop Every Tuesday & SaturdayAsk the organizer for current scheduleThis is a series of four stand alone workshops that be taken independent of each other or all of them.FREE FINANCIAL…
 
Write a Review
Select your rating. ( ) ( ) ( ) ( ) ( )
×
Endorsed by Curators:
San Jose: Financial Foundation Workshops

San Jose: Financial Foundation Workshops

Nov 18 7:00PM - 9:00PM
New Workshop Every Monday & ThursdayAsk the orgamizer for current scheduleThis is a series of four stand alone workshops that be taken independent of each other or all of them.FREE FINANCIAL…