Financial Freedom Part 3: Investing Essentials (Online)

Happiness should be your goal in life. Traditional financial planning focuses just on money: earning more, saving more, and avoiding running out. This course guides you to start with what makes you happy and then helps you create a plan to align your finances with your goals. Regardless of your income level or previous knowledge, you’ll get tools to improve your financial condition today. The three seminars can be taken separately or as a package (#4420)
This session of Financial Freedom does not give specific investment advice, but it gives you the framework you need to plan for the future you want. Learn how to determine what you will need for your specific life goals and what it will take for you to get there. Explore the stages of wealth: accumulation, rearrangement, and drawdown and get the tools to determine what kinds of investment options you should consider. Class exercises and eBook will enable you to continue to learn beyond the class.
John Akolt, Esq., LLM in Taxation, is a former stock trader and tax counsel for Allstate Insurance. He offered advice regarding the tax consequences and tax minimization strategies to the company’s investment department regarding investments in foreign and domestic corporations, partnerships, real estate ventures, and private equity. He currently focuses his efforts on tax efficient alternative investments.
This class is intended for educational purposes only. It is not intended to provide, and should not be relied on for, investment, tax, legal or accounting advice. You should consult your own advisors before engaging in any transaction.
NOTE: This course will be offered via Google Meet. Register now and then the day before class the instructor will send you the link to attend. Look for an email with "CFU class" in the subject line. A good internet connection and a computer or device with a camera and mic are needed.

Dates:July 14, 2021 Check for other dates
Meets:One Wed., 6:30-8PM 07/14 (MT)
Location:ONLINE: Via Google Meet
Fee:$49 Fee Breakdown
You could save $12.00 on this course by becoming a member of CFU Membership
Notes:$5 materials fee payable at time of registration for eBook. Class time is in MT. Class time is in MT. This course will be presented via Google Meet. The day before class you will receive an email with the link that you'll use to attend the meeting. You don't need to have a gmail account to attend the meeting, but you will need to use the Chrome Browser. Once you've opened the link, you will fill in your name and your instructor will invite you into the meeting. Make sure that you have a good internet connection and a laptop or tablet with a camera and microphone.

There are still openings remaining at this time.


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