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 Financial Literacy Programs |
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| ABC's of Wealth Workshops |
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Sunday August 3
(9:00 a.m. – 1:00 p.m.)
Location
Bridge West
9710 Scranton Rd
San Diego, CA 92121
Please call our office to signup.
877-283-5052
Sign up to receive updates on upcoming workshops
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| Financial Literacy & Education for San Diego County |
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All prices are per Individual or Couple [Family Rate] in US Dollars and may change without advanced notice.
- ABCs of Wealth Workshop $249 [$299]
A 4 hour workshop which includes 7 modules: Riding the Financial Waves, Human Potentials, Goals & Objectives, Decision Making, Managing Wealth, Borrowing, Sharing Wealth. 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
- Monthly
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$75 [$99] |
- 5 month wealth passport
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$299 [$235] (33% discount) |
- 10 month wealth passport
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$499 [$560] (44% discount) |
- Investors Workshop* $249 [$299]
A 4 hour workshop which includes 5 modules; Career Evolutio, Liabilities, Assets, Investments, Investing, Buying a Home, Loans & Mortgages. Full description.
- Individual Modules* $75 [$99]
Each module is approximately one hour
- Wealth Passports*
Pick and chose any of the individual modules. You can also use your Passports for monthly coaching & mentoring. There is no time limit on the passports.
- Level one (5 modules)
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$299 [$335] (33% discount) |
- Level two (10 modules)
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$499 [$560] (44% discount) |
- Group Discounts
Discounts are available for groups of 6 or more individuals. Schedule and locations are flexible to the group's needs. Corporate group rates are also available. Plesae contact our office for details
All prices are based on group classes offered at designated locations. Additional charges apply for one-on-one sessions (except monthly coaching and mentoring). Couples and partners are strongly encouraged to attend as a team.
* ABCs of Wealth workshop is a prerequisite for all other workshops and individual modules.
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