Sat, Apr 20
|Zoom
Financial Literacy Training Workshop 4 of 4
Unlock Your Financial Potential! Join us for an empowering Financial Literacy Training Series – Virtual Sessions that will transform your financial outlook. 📊💰
Time & Location
Apr 20, 2024, 2:00 PM – 4:00 PM CDT
Zoom
About the event
Presenter: MAYLA ALTHEA T. AQUINO-VILLAFLOR
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 6, 2024, 2:00 PM
Workshop 3- 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.
April 13, 2024, 2:00 PM
Workshop 4- 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.
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.