A Personal Finance Course for Professionals 35-50
Questions? 720-799-1085 Course ID: 47RCDV

 

Now being conducted at...

University of Colorado - Boulder Campus - Wolf Law Building


Tuesdays,
Mar. 25 & Apr. 1
6:00 p.m. to 9:00 p.m.

OR

Thursdays,
Mar. 27 & Apr. 3
6:00 p.m. to 9:00 p.m.

 

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 at the college level as well as through BVSD Lifelong Learning. He is a proud Boulder High graduate, a passionate CU Buffaloes fan and a committed Team Rubicon volunteer. In his free time, Tron enjoys traveling with his family, trail running and exploring all that Colorado has to offer.

Welch Financial Planning, LLC is a registered investment adviser with the SEC.  This content is developed by a third-party source, FMT Solutions.  Welch Financial Planning, LLC pays for the use and dissemination of the materials provided, and the information presented is believed to be accurate. FMT Solutions and Welch Financial Planning, LLC are not affiliated. The information in this material is not intended as tax or legal advice. Please consult a tax or legal professional for specific information regarding your individual situation. 

 

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Which class would you like to attend?

 

Tuesdays,
Mar. 25 & Apr. 1
6:00 p.m. to 9:00 p.m.

University of Colorado Boulder
2450 Kittredge Loop Drive
Boulder, CO 80305
Map

OR

Thursdays,
Mar. 27 & Apr. 3
6:00 p.m. to 9:00 p.m.

University of Colorado Boulder
2450 Kittredge Loop Drive
Boulder, CO 80305
Map

 

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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