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Courses we offer are designed to give you the essential knowledge needed so you can make educated financial decisions on your own.
All course fees and schedules are set by local affiliates in their area. For registration information please visit the affiliate page for a program in your area. You can also sign up for on-line. classes.
- ABCs of Wealth Workshop
A 4 hour workshop which includes the following 7 modules. Full description.
- Ongoing coaching & mentoring*
Monthly support: up to 1 hour of one-on-one consultation and unlimited e-mail support in the areas of setting goals, making decisions, budgeting, and managing credit (building, maintaining and repairing credit). Full description.
- Investors Workshop*
A 4 hour workshop which includes the following 5 modules. Full description.
- Individual Modules*
Each module is approximately one hour
* ABCs of Wealth workshop is a prerequisite for all other workshops and individual modules.
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| Course Descriptions |
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ABCs of Wealth
This 4 hour workshop is designed to create a solid foundation for your wealth acquisition journey. Adults learn that humans are born rich with hidden capibilites. Building wealth requires discovery and development of these potentials. Wealth can be applied to various aspects of human life; time, knowledge, life, finances and more.
In this workshop, financial wealth is used as an example and tool for development of human mind. Following 7 modules are the elements of this workshop.
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Riding the Financial Waves
An overview of American financial system; challenges we face, our potentials, importance of financial literacy, designing a plan of action, wealth management & acquisition and lastly appreciating and sharing the wealth we have.
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Human Potentials
This module concentrates on discovering human treasures. What has influenced our current way of thinking and doing things that prevents us from becoming wealthy. Attendees also discover the power of partnerships (friends, couples, newlyweds, families and partners).
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Goals & Objectives
In order to become wealthy, the individual must have the right mind set that is working toward an attainable goal. Couples, partners and families learn the importance of setting and putting all their efforts on one common objective.
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Decision Making
Making an educated decision and its detailed process is another key factor in our journey toward wealth. Attendees learn the various elements of this process and the most important aspects.
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Managing Wealth
This module presents the simple budgeting process and its importance in our daily lives. Tracking and reviewing wealth.
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Managing Credit
The American financial system heavily relies on credit and borrowing. Undrestanding this system will enable you to take full advantage it.
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Perfect Credit
Building and maintaining a perfect credit is essential to everyone's financial success. Once you have mastered the elements of credit system you will be able to enjoy its benefits.
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Saving Wealth
Saving is a habit that takes commitment and discipline. This module helps the attendees start their saving plans.
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Sharing Wealth
A major part of becoming wealthy is to be thankful and share the wealth we already have. There are so many people in our society that can benefit from our wealth.
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Monthly Coaching & Mentoring
While ABCs of Wealth workshops can help you create a solid foundation, many people will need ongoing support until they are set on their new ways of thinking. Most often regular encouragement is need.
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Investors
This 4 hour workshop concentrates on the importance of becoming an investors as part of your quest in becoming financially independent.
Following five modules are the elements of this workshop.
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Career Evolution
Careers don’t start and end at the same company any more. We need to evolve from being an employee to self employed to business owner and finally to an investor. Ultimate goal: living on Passive Income.
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Liabilities, Assests and Investments
Most people unconsciously concentrate on accumulating liabilities. Understanding how to create investments from your assets is a major part of your wealthy journey.
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Investing
Why do I need to invest? What am I investing in? I just work hard and will be wealthy at some point of time!
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Buying a Home
Buying your first home is a major financial decision and responsibility. Selecting a competent real estate agent, looking in the right neighborhood and understating various terminologies and acronyms are among subjects discussed in this module. You’ll also learn how to determine what you can afford based on your budget worksheet.
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Loans and Mortgages
Monthly payment or rate! Which one determines how much I can afford to borrow? APR, Rate, Point, Origination Fee, Escrow, Impound, PMI, ARM…. We will take the mystery out of the loans & mortgage process.
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Managing Expenses
Some people are born to find the most effective ways of reducing their expenses. We help the others to acquire the necessary knowledge and techniques.
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Retirement
A steady stream of income for the golden years! This takes planning and discipline. 401(k), 403(b), Roth 401(k), IRA, Roth IRA, SEP IRA, College IRA …. What is what?
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Art of Negotiations
Bargaining or haggling is a method of obtaining goods at the best possible cost. This is the normal way of life for most cultures outside of the U.S. Learning where and how you can negotiate is an attainable art.
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Estate Planning
Passing on your wealth to your heirs through your estate requires more than just a will, especially if your goal is to protect your assets from estate taxes. As your assets grow it is more and more important to plan your estate.
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Advanced Wealth Management
Learn how to track and manage income, expenses, assets & liabilities using various software tools (MS Excel, MS Money, Quicken and QuickBooks).
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Reducing Taxes
Understanding basic tax laws is an essential element of your financial wealth. Knowing how to use various tax laws for your investments will help you achieve your goals.
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Life Insurance
In this module you’ll discover the importance of life insurance as well as basic knowledge of how each one works (whole or term).
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Starting a Business
Turning that great idea from concept to a fruitful business is a major challenge. Understand how various business entities provide protection and which tax laws can benefit you.
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