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Pleasanton: Financial Foundation Workshops

Saturday, June 15, 2019, 9:00 AM

New Workshop Every Saturday Ask the orgamizer 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 MANAGEMENTØDiscover $$$ that you did not know you hadØCost of SAVING $6.60 a dayØLearn where your money goesØUnderstand some misconceptions in defining assets and liabilitiesØKnow the tax advantages of being a business ownerØLearn how to pay off debt faster with debt roll upWORKSHOP 2: STRONG FINANCIAL FOUNDATION AND PROPER PROTECTIONØHow to build a strong financial foundationØThe relationship between building wealth and fulfilling your responsibilitiesØDo I need life insuranceØIf so, how much do coverage do I need?ØDifferent types of life insuranceØHow to choose the most suitable insurance product for your familyWORKSHOP 3: BUILDING WEALTH AND ASSET ACCUMULATIONØThe Wealth Building FormulaØCost of waiting longer to investØEffect of Taxes & Inflation on purchasing powerØIdentify and differentiate Tax Now, Tax Later & Tax Advantage AssetsØDollar Cost Averaging & Asset AllocationØActive vs Passive Wealth ManagementWORKSHOP 4:RETIREMENT PLANNING ANDWEALTH PRESERVATIONØWhat sources of income you will have for retirementØUnderstanding key differences among fixed, indexed and variable ratesØHow Estate Planning Works?ØWhat is your plan for Long Term Care?ØDoes Medicare covers all my costs?ØWill and Trusts are not just for the wealthy 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.MUST RSVP on Eventbrite.

Tickets: https://www.eventbrite.com/e/pleasanton-financial-foundation-workshops-tickets-59149132648?aff=aff0eventful

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7090 Johnson Drive
Pleasanton, CA 94588

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