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Mon, Dec 04

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Keller Williams Memorial Realty

Financial Literacy Workshop: Prepare with Proper Protection

Session 4 1 hr CE

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Financial Literacy Workshop: Prepare with Proper Protection
Financial Literacy Workshop: Prepare with Proper Protection

Time & Location

Dec 04, 2023, 11:30 AM – 1:00 PM

Keller Williams Memorial Realty, 1220 Augusta Dr Ste 300, Houston, TX 77057, USA

About the event

THIS CLASS WILL BE FROM 11:30AM-1PM ON THE FOLLOWING DATES: November 13th, November 20th, November 27th, December 4th, December 11th, December 18th, and January 8th!

This 7-Week course is designed to teach the foundation of financial literacy - which is missing in schools and today's society.   The classes are really open to anyone and are not real estate specific.   It can also be used as a recruiting tool for agents and vendors by offering the class to those outside of the office.   

Lunch will be provided for each session by Monarch Title

  • Financial Literacy Intro
  • Workshop 1: Building Savings and Wealth. What you will learn: Identifying your goals, The Financial Foundation mindset, What is the Wealth Formula, and how will it help? Comprehend the effects of time and inflation on your assets. 
  • Workshop 2: Increase Cash Flow & Manage Debt. What you will learn: Discover $100 or more that you didn't know you had, Find out where your money is going, Build a real plan to be debt free faster, and How to increase cash flow.  
  • Workshop 3: Preparing with Proper Protection. What you will learn: The X-Curve concept, Why Proper Protection is the foundation, The value of properly protecting your assets, How this benefits your overall financial strategy, and Most common questions and mistakes.  
  • Workshop 4: Your Health & Wealth. What you will learn: The financial importance and impact of your health, Strategies to transfer and preserve your wealth, Ensuring that your last wishes are prepared & carried out, and Understanding the inevitability and impact of medical expenses.
  • Workshop 5: Asset Accumulation Strategies. What you will learn: Accumulating wealth and the cost of waiting, Looking at historical returns, average returns, YOUR returns and lastly Strategies and minimizing risk  
  • Workshop 6: Fulfilling Long-Term Goals. What you will learn: Planning for the cost of higher education, Pensions, IRAs, annuities and more, Rollover options and Understanding the tax impact.

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Hours

Monday - Friday

8:30 am - 5:30 pm

Saturday

9:00 am - 5:00 pm

Sunday

Closed

Location

Location

Texas law requires all real estate licensees to give the following information about brokerage services as well as this consumer notice to prospective buyers, tenants, sellers and landlords: Texas Real Estate Commission Information About Brokerage Services - Texas Real Estate Commission Consumer Protection Notice

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