Course Code: 4420F
Dates: November 3-17, 2021
Meets: Three Wed., 6:30-8PM Begins 11/03 (MT)
Location: Via Google Meet
Save $12.00 with a CFU Membership
Happiness should be your goal in life. Traditional financial planning focuses just on money: earning more, saving more, and avoiding running out. This course guides you to start with what makes you happy and then helps you create a plan to align your finances with your goals. Regardless of your income level or previous knowledge, you’ll get tools to improve your financial condition today. These three workshops explore your relationship with money and the necessary tools to: Reduce your debt and increase savings, improve your credit, and make the correct decisions involving your investment options. Class exercises and e-book will enable you to continue to learn beyond the class.
Week 1: Debt Reduction & Savings
This session explores your relationship with money and the necessary tools to reduce your debt and increase savings. Look at the kinds of expense you have, your spending habits, and the steps you can take to be in better balance financially.
Week 2: Improve Your Credit
In this session of Financial Freedom, learn about credit and why your credit score is so important for many aspects of your life and finances. Learn how to interpret credit reports and get practical ways you can improve your credit score and ensure that you maintain good credit in the future.
Week 3: Investing Essentials
This session of Financial Freedom does not give specific investment advice, but it gives you the framework you need to plan for the future you want. Learn how to determine what you will need for your specific life goals and what it will take for you to get there. Explore the stages of wealth: accumulation, rearrangement, and drawdown and get the tools to determine what kinds of investment options you should consider.
John Akolt, Esq., LLM in Taxation, is a former stock trader and tax counsel for Allstate Insurance. He offered advice regarding the tax consequences and tax minimization strategies to the company’s investment department regarding investments in foreign and domestic corporations, partnerships, real estate ventures, and private equity. He currently focuses his efforts on tax efficient alternative investments.
These classess are intended for educational purposes only. It is not intended to provide, and should not be relied on for, investment, tax, legal or accounting advice. You should consult your own advisors before engaging in any transaction.
Via Google Meet