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Think Like a Millionaire    NEW!

Do you use a financial advisor that claims to put you first but charges high and/or hidden commissions? Does your investment strategy result in increased costs, impeding returns, and taking needless risk? Do you need an estate plan tune-up to protect you, your spouse, and your kids? If your answer is yes to any of these questions, then you need to take this class. We will address how to avoid some of the biggest dangers facing investors and how to protect yourself now to create future financial stability. Specific topics for discussion will include:

Introducing you to strategies that ensure you have enough retirement income

Pros and cons of annuities and life insurance

Strategies to target your wealth objectives

Protecting your children’s inheritance from divorce and other risks

Running background checks on advisors and what red flags to look for

Creating a living trust with the right provisions

Asset protection, and tips for protecting your wealth from financial predators.

Use these strategies and think like a millionaire to protect yourself, your loved ones, and your wealth.

    View more Money Matters classes.

 

Think Like a Millionaire $59.00
Dates Time Days Sessions Building
10/24/2019 - 10/31/2019 6:30 PM - 8:30 PM Th 2 UNF Herbert University Center (43)
Instructor(s): Jeff Camarda

 

Think Like a Millionaire $59.00
Dates Time Days Sessions Building
11/14/2019 - 11/21/2019 6:30 PM - 8:30 PM Th 2 UNF Herbert University Center (43)
Instructor(s): Jeff Camarda

 

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