A Personal Finance Course for Professionals 35-50

Course Outline
Benefits Of Attending


Comprehensive, Objective Financial Education

Wealth Creation Today® takes a comprehensive, objective approach, giving you indispensable tools to avoid mistakes and recognize smart solutions for your personal financial wellness.


Learn How To

  • Create S.M.A.R.T. financial goals
  • Accumulate wealth faster
  • Avoid common investment mistakes
  • Prioritize which debt to pay off first
  • Raise financially savvy children
  • Navigate the alternative minimum tax
  • Maximize employer benefit plans
  • Utilize tax advantaged accounts
  • Build a diversified portfolio
  • Compare types of insurance
  • Plan for an early retirement
  • Fund college the smart way

PictureCourse Textbook

Written in concise, easy-to-understand language, the Wealth Creation Today® course textbook provides a comprehensive source of critical financial information and wealth planning strategies. Use it to follow along in class and as an at-home reference. It includes both the latest regulatory changes and timeless principles to help lead you through the wealth planning process and beyond, long after you've completed the course.


Individual Lab Session

Was one of your questions not adequately covered in class? Do you need to discuss a personal financial matter or specific investment strategies? Your course fee includes an optional one-hour private lab session.

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