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Sat, Mar 23



Financial Literacy Training Workshop 1 of 4

Unlock Your Financial Potential! Join us for an empowering Financial Literacy Training Series – Virtual Sessions that will transform your financial outlook. 📊💰

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Financial Literacy Training Workshop 1 of 4
Financial Literacy Training Workshop 1 of 4

Time & Location

Mar 23, 2024, 2:00 PM – 3:00 PM



About the event


Registered Social Security Analyst  Member, PACCTX-SATX

March 23, 2024, 2:00 PM

Workshop 1- Increase Cash Flow and Debt Management

  • Discover $$$ that you did not know you had.
  • Cost of saving $6.60 a day
  • Learn where your money goes.
  • Understand some misconceptions about defining assets and liabilities.
  • Know the tax advantages of being a business owner.
  • Learn how to pay off faster with debt roll-up.

March 30, 2024, 2:00 PM

Workshop 2- Strong Financial Foundation and Proper Protection

  • How to build a solid financial foundation.
  • The relationship between building wealth and fulfilling your responsibilities.
  • Do you need life insurance? If so, how much life insurance do I need?
  • Different types of life insurance.
  • How to choose the most suitable insurance product for your family

April 13, 2024, 2:00 PM

Workshop 3- Retirement Planning and Wealth Preservation

  • What sources of income will you have for retirement?
  • Understanding critical differences among fixed, indexed, and variable rates.
  • How does estate planning work?
  • What is your plan for long-term care?
  • Does Medicare cover all my costs?
  • Will and Trust are not just for the wealthy.

April 20, 2024, 2:00 PM

Workshop 4- Building Wealth and Asset Accumulation

  • The wealth-building formula.
  • Cost of waiting longer to invest.
  • Effect of taxes and inflation on purchasing power.
  • Identify and differentiate tax now, Tax later, and Tax advantage asset.
  • Dollar-cost averaging and asset allocation.
  • Active vs passive wealth management.

Disclaimer: PNASA organizes financial literacy sessions but does not create content. We are not affiliated with, nor receive commissions from products that may be mentioned.

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