January 28, 2020
Wealth Creation Today – A Personal Finance Course for Professionals Age 35 - 50
This course consists of two, 3-hour sessions. Tuition is $49 and advance registration is required.
Please RSVP online at www.rsvp.courses using code R9REF1
Date: Tuesday, January 28th, and Tuesday, February 4th
Time: 6:30 PM - 9:30 PM – Central Time
Address: Harper College, 1200 West Algonquin Road, Palatine, IL 60067
Your future success will be born out of the knowledge and decisions you put in place today. Stress-test your assumptions, priorities, biases, and financial plan to bolster the future you’re working toward. You’ll feel empowered as we take you through 65 core topic areas, all thoroughly researched and laid out in easy-to-follow sections. Your instructor will be Craig G. Bolanos, Jr., CMFC®, AIF®, & Founder and CEO of Wealth Management Group.
Wealth Creation Today is an interactive, two-session course covering six core topic areas:
SESSION ONE
- Life & Wealth Planning
- Establishing your lie goals
- Personal financial statements
- Planning an early retirement
- Barriers to Wealth Accumulation
- 14 Wealth planning mistakes
- Debt reduction strategies
- 12 Strategies to save money on taxes
- Tax-Advantaged Investment Vehicles
- 401(k) and other benefit plans
- Traditional vs. Roth IRAs
- Tax-advantaged annuities
SESSION TWO
- Managing Family Finances
- Discussing money inside the home
- Raising financially aware children
- Social Security & Medicare
- Investment Strategies
- Active vs. passive investing
- Stocks, equities, bonds, mutual funds, and index funds
- Professional investment management
- Risk Management Strategies
- Common investment risks
- Asset allocation
- Protecting against fraud and financial scams
REGISTER ONLINE AT WWW.RSVP.COURSES AND USE COURSE ID: R9REF1
