Course Descriptions and Price

 

Description

Code

Cost

Manage Your Income Frugally

This webinar examines the practices of the wealthy and identifies for the participant practices that destroy wealth.  In addition, the participant will be asked to identify long and short term financial goals, create a workable budget and begin putting together financial documents that will form the basis of their financial plan.

MYIF

$35.00

                                                                                                                                                              

Manage Your Savings Purposefully - Part 1

The first of three webinars on savings addresses the fundamentals of how money works.  Participants will learn the basics for good financial decision making.  In addition, basic fundamental principals are examined in detail with easy to follow scenarios.  The topics include: Time Value of Money, Cost of Procrastination, Rule of 72, Dollar Cost Averaging and Bank versus Investment Rate of Return.

MYSP1

$35.00

Manage Your Savings Purposefully - Part 2

The second savings webinar focuses on investment vehicles like equities, bonds, mutual funds and the markets in general.  This is a great seminar for those who want to learn the fundamentals of the markets and the types of investments that are available for savings.

MYSP2

$35.00

Manage Your Savings Purposefully - Part 3

The final webinar on savings identifies the types of risks the investor needs to be aware of before choosing an investment vehicle.  This webinar compares the risks associated with the common types of investments that consumers use in general.  Finally, the webinar will address ways to limit risk when investing.

MYSP3

$35.00

                                                                                                                                                              

Manage Your Retirement Wisely - Part 1

The first webinar specifically focuses on Retirement Planning.  Participants will experience firsthand how to determine the size of the nest egg they will need.  Teachings will also focus on tax deferred growth, qualified vs. non-qualified accounts, and types of retirement plans.

MYRW1

$35.00

Manage Your Retirement Wisely - Part 2

The second retirement webinar focuses on additional insight regarding risk.   This webinar will address topics like Active versus Passive Investing, Index Funds, etc..  Participants will begin applying the information they have gained by beginning to construct a portfolio using principles they have learned.

MYRW2

$35.00

Manage Your Retirement Wisely - Part 3

The final webinar on retirement will explore a variety of issues that will affect the growth of your portfolio.  Participants will learn about the Dead Money Rate of Return, Mutual Fund shares and their effect on growth and selecting funds based upon risk.  Finally, participants will be working their personal financial plan.

MYRW3

$35.00

                                                                                                                                                              

Manage Your Risks Carefully - Part 1

The first webinar on risk identifies the various risks that an individual must protect against in order to protect themselves financially.  Participants discover how to calculate their actual insurance needs and identify the type of insurance that is appropriate.  This webinar explores life insurance and disability insurance.

MYRC1

$35.00

Manage Your Risks Carefully - Part 2

The second webinar on risk is focuses entirely on Long Term Care.  This webinar will discuss the issues relate to the cost of health care and the laws governing assets if one must use Medicare or Medicaid for health care.

MYRC2

$35.00

Manage Your Risks Carefully - Part 3

The final webinar on risk covers annuities and how they function.  Because of the popularity of this type of insurance/investment vehicle and the complexities associated with them, this webinar will discuss both the advantages and disadvantages of this product.  Annuities will be compared to other investments so that participants know what they can expect from the annuity product.

MYRC3

$35.00

                                                                                                                                                              

Manage Your Debt Vigilantly - Part 1

The first of the debt webinars covers a variety of topics important to the consumer who wants to stay out of debt or pay off their debt quickly.  The topics include: the cost of credit, the credit trap, credit score, revolving versus fixed debt, interest rates versus the cost of a loan and debt stacking to limit interest paid.

MYDV1

$35.00

Manage Your Debt Vigilantly - Part 2

The second webinar on debt focuses on home mortgages.  The webinar will explore the advantages and disadvantages of fixed rate versus variable rate mortgages, balloon payments, interest rate schedules and reverse mortgages.

MYDV2

$35.00