A Personal Finance Course for Professionals Age 35 to 50
Questions? 720-799-1085 Course ID: FZJJEE3˜0-0-E

 

Offered through…
Financial Educators Network

Thursdays
June 18 and 25
6:00 p.m. to 8:00 p.m.
No Longer Available

OR

Tuesdays
June 23 and 30
6:00 p.m. to 8:00 p.m.
No Longer Available

 

A Personal Finance Course for Professionals Age 35 to 50

Who should attend? Nearly every successful professional could benefit from increased financial fluency. Whether you are a corporate veteran, business owner, high-powered consultant, or independently wealthy, Wealth Creation Today® uses a comprehensive "big picture" approach to an integrated financial plan.

 

Learn about important financial topics such as:

  • Learn about recent changes to tax rules
  • Examine 65 important financial topic areas including investments&tax strategies
  • Six hours of financial mastery education
  • Register today to integrate your finances with your goals&values

 

Course Topics

  • Financing your life goals
  • Establishing S.M.A.R.T. financial goals
  • Personal financial statements
  • Managing an annual budget
  • Income vs. wealth accumulation
  • Dual–income family considerations
  • Planning an early retirement
  • The wealth accumulation formula
  • 14 wealth planning mistakes
  • Debt reduction strategies
  • Inflation trends & purchasing power of money
  • Leveraging the time value of money
  • Overcoming investment fears (opportunity cost)
  • Ordinary income vs. long–term capital gains
  • 12 strategies to save money on taxes
  • Navigating the alternative minimum tax (AMT)
  • Maximizing the value of your paycheck
  • 401(k) and other benefit plans
  • Rollover defined–considerations
  • Traditional vs. Roth IRAs
  • IRA to Roth IRA conversions
  • SIMPLE & SEP IRAs
  • Health savings vs. flex spending accounts
  • Tax–advantaged annuities
  • Employee stock options
  • Choosing beneficiaries
  • Discussing money inside the home
  • Raising financially aware children
  • Navigating child tax credit phase–outs
  • Guardian IRAs
  • College funding investment vehicles
  • Protecting your parents from scams
  • Social Security & Medicare
  • Long–term care for parent
  • Estate planning
  • Wills, trusts & inheritance
  • The probate process
  • Stretch IRAs
  • Considerations before you invest
  • Cash accounts
  • Stocks & equities
  • Bonds
  • Mutual funds
  • Index funds
  • Exchange–traded funds
  • Alternative investments
  • Active vs. passive investing
  • Robo advisors & model portfolios
  • Professional investment management
  • Common investment risks
  • Investment risk management
  • Asset allocation
  • Modern portfolio theory
  • Protecting against fraud & financial scams
  • Protecting yourself from cash windfalls
  • Property & casualty insurance
  • Disability income insurance
  • Medical & health insurance
  • Comparing life insurance

 

Your Instructor(s)

Your instructor is Tron D. Welch, CFP®, MBA, AIF®.  Tron has taught financial workshops on the college level as well as through BVSD Lifelong Learning.  He is a graduate of Boulder High, a passionate CU Buffalo’s fan and enjoys getting out to enjoy all that Colorado has to offer. 

Tron is a registered advisor, securities offered through representatives of Securities America, Inc, a broker dealer, member FINRA/SIPC. Advisory services offered through Wealth Plan Partners. Welch Financial Planning LLC, Wealth Plan Partners, and Securities America are not affiliated. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation.

Approval code: 3096607.1

 

Register to Attend
Attendee(s)
Payment
Receipt
Which class would you like to attend?

 

Thursdays
June 18 and 25
6:00 p.m. to 8:00 p.m.

This Class Is Online Only - Local Instructor

OR

Tuesdays
June 23 and 30
6:00 p.m. to 8:00 p.m.

This Class Is Online Only - Local Instructor

This class is no longer available
Please select another class

This class is no longer available
Please select another class

 

Classroom Experience

 

Your Course Includes:

Attend with spouse, partner or guest at no additional cost


Take-home course textbook


Optional one-on-one consultation

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