Building Blocks for Wealthy Living

Six steps toward financial independence

For most, building wealth is a process. It's a process of developing sound financial habits while protecting your family against uncertainties. This educational seminar shows attendees the importance of living within their means, how to follow sound investment principals, and the key areas of insurance coverage. The seminar also discusses why taxes matter, estate management issues and the value of professional advice.

Focus: Individuals who want guidance with their investments
Target Market: A household income of $100,000 income and $300,000 net worth

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Presentation

Invitations

Personalized Workbook

Image List

Topics Include

• A sources-and-uses of funds exercise
• Understanding of asset allocation
• The importance of setting proper expectations
• Making informed decisions about liability and life insurance
• Steps to take to manage taxes
• Key documents when working with an estate
• Benefits of having a financial professional review personal finances