ABOUT THIS EVENT

Event Category

Education

Event Overview

Most people are only taught academic or professional education. However financial education seems to be left out. Individuals will learn how to properly construct their own personal financial house as well as learn the basic financial concepts that teaches people how money works.

Examples are:
* The 4 ways to generate income (Cash Flow Quadrant)
* How my life insurance policy really works
* The 3 D's of successful investing
* How to get out of debt (Debt Stacking)
* And more

Generally people who are working and are between the ages of 25-55 will benefit the greatest from this educational workshop but all ages are welcome. The Financial Wellness Workshop will be about an hr depending on how many participants there are. The structure of the workshop is set up in an interactive setting and there will also be a Q&A session after the workshop. Participants will have an opportunity to have a FREE FNA (Financial Needs Analysis) completed to determine how to build your financial house and pinpoints what your Income Protection & Financial Independence Numbers are. Note: Retirement is an amount, not an age.

What to Bring

Notebook, pen, and invite friends/family, and co-workers

Minimum age

All ages welcome

Prerequisites

Positive attitude and an open mind

What's Provided

Business Cards, Financial Wellness Workshop Questionnaire Sheet, Employee Leave Behind Sheet

Cancellation Policy

Location