Classes held at...
Auburn (AL) University
Tuesdays, | OR | Tuesdays, |
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, Finn Price, CPFA®. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Which class would you like to attend?
Tuesdays, Auburn University | OR
| Tuesdays, Auburn University |
This class is no longer available |
Classroom Experience
Your Course Includes:
Attend with spouse, partner or guest at no additional cost
Take-home course textbook
Optional one-on-one consultation