Broker Check

Financial Foundations

For many individuals, families, and business owners, understanding their finances can seem overwhelming.

Lifetime Lessons on Successful Money Management

Lifetime Lessons on Successful Money Management

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and help you to create a life that you love. Whether you are new to understanding your financial future or consider yourself financially literate, we encourage everyone to take part in this free 8-week course: Financial Foundations: Lifetime Lessons on Successful Money Management.

Register Now

Introducing the Financial Foundations Lessons on Successful Money Management for Individuals, Families & Business Owners.

Through the proper optimization & understanding of your current financial condition you can be more secure in your financial future.

Whether you are younger and just getting started, at Mid-Career or near retirement this workshop is for you! It makes little sense to accumulate a million dollars at retirement only to discover you lost a million along the way. Your financial future depends on how well you understand how money works and how to optimize your assets.

The Financial Foundations Optimization workshop is presented by our most highly experienced Financial Advisor Coaches. The presenters are engaging, professional speakers with experience educating recipients in optimizing their financial swing. We have learned the importance of providing financial education to help people work toward a more secure financial future. Attendees will learn eight Financial Foundation Lessons on Successful Money Management. 16 Hours of training delivered in a group virtual setting.

Topics Discussed:

  • Your Personal Economic Model
  • Lifetime Financial Planning Process
  • The Truths about Investing
  • Understanding Tax Planning Strategies
  • Social Security Optimization
  • Life & Health Insurance Benefits
  • Estate Planning Basics
  • Understanding Your 401K and Beyond

& more!

Please keep in mind that you must commit to the entire 8-week program.

Register Now

Upcoming Dates

First class is on Thursday, August 5th, then every Thursday from 4:00 PM - 6:00 PM (PT) for 7 Weeks (August 12th - September 30th).

Stay tuned for more dates or submit your information using the contact form below.

Ask Us About the Financial Foundations Program

Thank you!