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Wealth Creation Today – First Session

August 18, 2022 @ 6:30 pm - 8:30 pm UTC+0

Wealth creation today

This online course consists of two 2-hour sessions.

The second session of this course will be August 25th at the same time and online.

Nearly every successful professional could benefit from increased financial fluency. Whether you are a corporate veteran, business owner, high-powered consultant, or independently wealthy, Wealth Creation Today® uses a comprehensive “big picture” approach to an integrated financial plan.

Your future success will be born out of the knowledge and decisions you put in place today. Stress test your assumptions, priorities, biases, and financial plan to bolster the future you’re working toward. You’ll feel empowered as we take you through 65 core topic areas—all thoroughly researched and laid out in easy-to-follow sections.

Session One will focus on the following key topics:

  • Life & Wealth Planning
  • Barriers to Wealth Accumulation
  • Tax Advanced Investment Vehicles

Session Two will focus on the following key topics:

  • Managing Family Finances
  • Investment Strategies
  • Risk Management Strategies


  • David Witter
  • Kellen Williams
  • Danica Bolton

For updated information, please call us at (407) 988-1055 or register online at WWW.RSVP. COURSES using COURSE ID: XHUHC1.


August 18, 2022
6:30 pm - 8:30 pm UTC+0
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