July 26, 2022
Wealth Creation Today®
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.Thursdays, August 18 & 25
6:30PM – 8:30PM
Tuesday, August 23 & 30
6:30PM – 8:30PM
This online course consists of two 2-hour sessions.
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
Instructors:
To view more information, click here.
For updated information, please call us at (407) 988-1055 or register online at WWW.RSVP. COURSES using COURSE ID: XHUHC1.
The Financial Harvest Wealth Advisory team is dedicated to helping address the unique financial planning needs of each family, business, or individual that we have the privilege to serve. Our team members are focused on client success and helping our clients realize their most significant and meaningful life goals.
