FNE-341 - Financial Literacy: Let us get started
27713835
Delivery Options
In-Person
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Course Description
Financial Literacy: Let us get started | Explore topics including budgeting, saving, credit, debt, investing basics and fraud prevention. Participate in relaxed discussions, discuss hands-on tools and personal goal setting. Build financial habits that support a more secure and empowered life. $66 includes $24 fee.Learner Outcomes
Identify the financial foundation mindset, the wealth formula and understand the effects of time and inflation on assets; Describe the X-curve concept and how this benefits an overall financial approach; List two strategies to transfer and preserve wealth and articulate the financial importance of health and the impact of medical expenses; Examine historical returns, average returns, individual returns, and discuss best practice strategies to minimize risk; Define pensions, IRAs, annuities, rollover options, and the tax implications of each.Loading...
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