NestEd – Learning to Fly Summer 2023

This one-session course is designed for young adults who are ready to launch their career and are eager to be successful & wise with their finances. Participants will have an opportunity to discover or confirm their talents and passions, learn how to network effectively, prepare to shine in interviews, and gain a fundamental understanding of budgeting, taxes, and how to be a prudent investor. The goal of this course is to guide soon-to-be graduates and those early in their career to use their gifts and skills to start them on a path towards not only landing their “dream job”, but how to be successful in any job. The long-term objective is to lead them towards financial responsibility and freedom.

MODULE 1 The Proximity Principle

1. Discover Your Talent & Passion
2. Networking and Making Connections
3. The Value of Any Job

MODULE 2 How to Win at Interviewing

1. Drafting a Resumé and How to Prepare for an Interview
2. Getting Your Dream Job

MODULE 3 ‘Sowing Success: Wealth Building Fundamentals

1. Establishing S.M.A.R.T. Financial Goals
2. Personal Financial Statements
3. Inflation and Purchasing Power
4. Tax Distinctions and Different Tax Treatments
5. Evidence Based Investing and Building a Portfolio
6. Who Wants to be a Millionaire?