PACKAGE DEAL--Financial Freedom: Support the Life You Want (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. These three workshops explore your relationship with money and the necessary tools to: Reduce your debt and increase savings, improve your credit, and make the correct decisions involving your investment options. Class exercises and eBook will enable you to continue to learn beyond the class.
Part 1: Debt Reduction & Savings This session explores your relationship with money and the necessary tools to reduce your debt and increase savings. Look at the kinds of expense you have, your spending habits, and the steps you can take to be in better balance financially.
Part 2: Improve Your Credit In this session of Financial Freedom, learn about credit and why your credit score is so important for many aspects of your life and finances. Learn how to interpret credit reports and get practical ways you can improve your credit score and ensure that you maintain good credit in the future.
Part 3: Investing Essentials 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.
Register here for the PACKAGE DEAL for all three classes.
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 Zoom. Register now and then the day before class the instructor will send you the link to attend. Look for an email with "CFU Zoom class" in the subject line. A good internet connection and a computer or device with a camera and mic are needed.
|Dates:||February 9-23, 2021 Check for other dates|
|Meets:||Three Tue., 6:30-8PM Begins 02/09 (MT)|
|Location:||ONLINE: Via Zoom|
|Fee:||$97 Fee Breakdown|
You could save $12.00 on this course by becoming a member of CFU Membership
|Notes:||$5 materials fee paid with registration for eBook. Class time is in MT. Good internet connection and a laptop or device with camera and mic is needed. You should download Zoom in advance of class. It is free to install, https://zoom.us/download. Look for an email from your instructor with the subject line CFU Zoom class for the link. Be ready to log on and join the meeting 5-10 minutes prior to the class start time so you will be ready when class begins. If you have trouble using the link, just go to Zoom.us, click "Join a Meeting" and enter the meeting ID provided in the instructor's email.|
There are still openings remaining at this time.
A valid credit card will be required for payment. Please have your card information ready.
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