Rocklin Financial Center Financial Foundation Education Program
Schedule
Tue Nov 05 2024 at 06:30 pm to Tue Nov 26 2024 at 07:30 pm
UTC-08:00Location
5701 Lonetree Blvd | Rocklin, CA
About this Event
Welcome to the Rocklin Financial Center Financial Foundation Education Program**! Join us every Tuesday for the whole month of November **6:30PM** in Suite 202 at **5701 Lonetree Blvd ** for an informative session on building a strong financial foundation.
This is a 4 week financial education session for adults 18 and older. Each week will have a new topic to increase your knowledge in becoming financially secure. The workshop is free to attend. This is for educational purpose only.
Week 1: Building and Saving Wealth - You will learn the financial foundation mindset, the wealth formula, and the effects of time and inflation on your assets.
Week 2: Increase Cash flow and Manage Debt - You will learn budgeting, build a strategy to become debt free faster.
Week 3: Preparing with Proper Protection - You will learn the X-Curve concept, different types of life insurance, why proper protection is the foundation, how to properly protect you assets and liabilities.
Week 4: Your Health and Wealth - You will learn transferring and preserving wealth, preparation of your last wishes, understanding medical expenses, and learning about Medicare.
Workshop 5 to 7 can be attended online once the 1st 4 Workshops is completed.
Once All Workshop is completed, we repeat.
If you can't make it on the in-person workshop, we can offer to register for online workshop.
Where is it happening?
5701 Lonetree Blvd, 5701 Lonetree Boulevard, Rocklin, United StatesEvent Location & Nearby Stays:
USD 0.00