Workshops

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There are six workshops in the series. At the end of each workshop, you will receive a certificate of completion. Once you've completed all six workshops, you will receive a beautiful plaque.

Workshop #1 - Mortgage and Debt Management Techniques
In this workshop you'll learn how to use debt to increase your savings.  You'll also learn how to ue debt to add to your wealth and lower your debt costs.

Workshop #2 - Retirement Savings
In this workshop you'll learn how 401K's, IRA's, and SEPP's work.  We'll also talk about how much you should save and how to save taxes and avoid inflation.

Workshop #3 - Risk Management/Having Proper Protection
In this workshop you'll get a basic understanding of your Life, Home, Auto, Health, Disability and Long Term Care insurances. You'll also learn how to have more coverage for less premiums.  And how to protect your wealth.

Workshop #4 - The Good and Bad of Compound Interest
In this workshop you'll learn about accumulation theory pitfalls as well as Velocity of Money concepts.  You'll also learn how to recover and lower income taxes.

Workshop #5 - Manage Your Money Like a Bank
In this workshop you'll learn how to recover bank interest and fees and to borrow from yourself and have more control of your financial future.

Worshop #6 - Financial Engineering (Putting It All Together)
This is the workshop that ties all the other workshops together.  You'll learn how to make your money decisions work for you.