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Financial Workshops

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These one day workshops are free, but please register.
INSTRUCTOR: Donald Wilson, from Primerica

LOCATION: Juliet Long School

HOW MONEY WORKS - A common sense guide to Financial Success. The fact is, you have the power to accumulate wealth. Many people who never earned a six figure income become financially independent. How do they do it? Come and find out. Each family will receive FREE, the 30 page guide, “How Money Works.”

Learn the ABC’s of investing and three fundamental accounts most people need. Learn wealth building concepts and one of the most effective long-term investment vehicles available.

LONG TERM CARE-This class will focus on who might need long term care, what are teh characteristics of long term care, the cost and how to pay for it. We will cover plan design and characteristics of plans and some definitions of long term care.

BUDGETING BASICS- This class is designed to help logically put together a budget that you can live within. It explores all avenues needed to create and maintain the budget to your living stile and needs. Income to Expenses will be the driving focus of this class. Having said that be prepared to make sacrifices! No information on individual incomes or situations will be discussed at this class. Individual guidance will be available one on one for specific budgets.

RETIREMENT PLAN SOLUTIONS FOR YOUR BUSINESS-If you are a small business and want to reduce the BOTTOM LINE while saving for retirement then this is a must class for you. This class will profile least maintenance programs to the most maintenance programs available to all size small businesses of 0-100 employees. 

There are no fees for these classes, but you must register. Please make sure to complete the registration process.

* Adjustments and discounts will be applied during checkout if applicable. *

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