This seminar is based on the best-selling book by David Bach and will include the eight steps to achieving financial security. This class is open to all people.
This seminar educates and empowers women to take charge of their financial futures. Women have unique challenges and advantages in their finances. The gender pay gap and lack of confidence may impair women's ability to succeed as investors. Women may take time out of the workforce to care for children, missing pay raises and promotions. Women still tend to outlive men, requiring a larger retirement nest egg and more estate planning decisions. We will focus on the different financial planning issues at the various stages of life. Attend this seminar to learn about the educational foundation of your financial journey.
By the end of this course, students will be able to assess their financial status, identify their values, and document their financial goals. They will understand the basics of financial account structures, investments, insurance, and estate considerations.