Financial Harvest Wealth AdvisorsFinancial Harvest Wealth AdvisorsFinancial Harvest Wealth Advisors
Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789

NestEd – Learning to Fly

Nested - learning to fly

Join us on Tuesday, 7/27 and Thursday, 7/29 for a two-session course that 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.

Session 1: The Proximity Principle

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

Session 2: How to Win at Interviewing

  1. Drafting a Resum  and How to Prepare for an Interview
  2. Getting Your Dream Job
  3. Having an Entrepreneurial Mindset
  4. Who to Learn From and Learning From Failure
  5. The Most Important Lesson

Session 3 (Day 2): 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?

Ready to register?

Dates/Times: Tuesday, 7/27 & Thursday, 7/29 at 6:30pm-8:00pm

Instructors:

Kellen H. Williams, CFP

Danica N. Bolton, M.Ed.

David A, Witter, CFP, CSP

Register or more information at www.nest-ed.com

Financial Harvest Wealth Advisors creates a safe environment in our office for visiting clients by practicing social distancing, wearing masks, and we have installed UV lights in our A/C system. Or, we'll work with you via Zoom or telephone conference. Your health, well-being, and peace of mind is our primary concern.