Imagine your financial life as a messy junk drawer in your kitchen, with competing priorities and no organization. This chaos leads to stress and poor financial decisions. The problem? The industry hasn’t helped us organize. But here’s the key: prioritization is vital. Without knowing your current financial situation, it’s tough to plan the next steps. Forget obsessing over returns you can’t control. Instead, focus on what’s in your hands – your savings rate. It’s the true measure of financial health, fully under your control. So, let’s declutter that financial junk and start saving for a better future.
In this program, you will learn:
- Financial organization matters
- Savings rate trumps rate of return
- What protection first means
- Steps to stability, confidence and clarity
Who should attend:
- Mass affluent professionals with gross incomes of $250,000 and above
- Professionals with competing priorities that are looking to get a firm handle on their personal finances now for 2024 and beyond
Speaker: Vidal Peoples, RICP ® of Strategies for Wealth
I am a proud torch bearer of Strategies for Wealth’s tradition of excellence in engaging individuals, families and business owners towards living great financial lives and financial confidence. I help my clients build and protect their wealth by debunking common financial myths which have caused the current retirement crisis. Through diligence and trust, I help my clients achieve financial balance, tax efficiency, diversification and control of their financial affairs with confidence, stability and restful nights.
About Age Brilliantly:
Age Brilliantly is a dynamic platform guiding adults of all stages to harness opportunities for a fulfilling 100-year life. The Academy @ Age Brilliantly.org curates educational content on subjects aimed at fostering the Age Brilliantly mindset and mastering the competencies and routines to fulfill life-path objectives.
Fall 2023 Workshops:
Join our series of FREE workshops, slated for 1 PM on Tuesdays from October through December.
Workshop Zoom Link:
Please login or register to purchase a ticket or view the workshop’s zoom link.