Rocklin Financial Center Financial Foundation Education Program

Empower Your Financial Future with the Rocklin Financial Center Financial Foundation Education Program!

Begin your financial journey with us! Starting January 8, 2025, join free workshops every Wednesday at 6:30 PM in Suite 202 at 5701 Lonetree Blvd. Gain the knowledge and tools to build a strong financial foundation. The fee is for workbooks that you will be using during the workshop sessions.

What to Expect:

• Week 1: Building and Saving Wealth: Discover the essential principles of wealth building, including the power of compounding, the impact of inflation, and effective saving strategies.
• Week 2: Increase Cash Flow and Manage Debt: Learn practical budgeting techniques, develop a plan to reduce and eliminate debt, and gain strategies for improving your financial flow.
• Week 3: Preparing with Proper Protection: Understand the importance of insurance in protecting your assets and loved ones. Explore different life insurance options, discover the X-Curve concept, and learn how to safeguard your financial future.
• Week 4: Your Health and Wealth: Explore strategies for transferring and preserving wealth, learn about estate planning and the importance of a will, understand the complexities of medical expenses, and gain insights into Medicare.

Who is this for?

This program is designed for adults aged 18 and older who are serious about improving their financial well-being.

Attend In-Person or Online:

• In-Person: Join us live every Tuesday in November at 6:30 PM in Suite 202 at 5701 Lonetree Blvd.
• Online: If you can't attend in person, you can register for online workshops offers Monday to Friday.

Disclaimer: This workshop is for educational purposes only and does not constitute financial advice.

Register Now!

Host or Publisher Rocklin Financial Center (Marites Pamintuan)