Education

It’s Your Money-Classes are designed to give participants an in-depth view of investing as well as potential tax management strategies
that may be helpful when planning for retirement, as well employing prudent money management, whether that be short-term or long-term.

The Retirement Planning Today-Classes is curriculum that is taught in over 200 universities and academic institutions around the country. These classes are designed for all people, but real benefit those 45 and above that are proactive about investing, future financial planning, retirement, risk, gifting and estate transfer. This course is really a soup to nuts comprehensive in-depth look at all the areas of personal finance. We teach this class in the spring and fall at several institutions in our area as well as other parts of the country.

Private Investor Education Events are designed to meet with the clients of Financial Abundance on a regular basis (April, July, November). We discuss topic specific investing subjects and simplify the science and academic research of the last 50 years, many notable educators as well as Nobel laureates. The primary focus; understanding the answers to the “20 Must Answer Questions”. The events are very comfortable and friendly social dinner sessions that includes a conversational power point with crucial content that every investor must know in order to attain peace of mind about their investments. These are offered to our clients or by special invitation only.

This content below is a proprietary part of our website and the recorded educational sessions for our clients only, intended for review, reference and those unable to attend in person.

If you’re a client and do not have the latest password for content, please email ashton@financialabundanceinc.com or call us at (814) 867-5745.

Protected: Putting Risk to Work for Your Portfolio

Protected: Income and the Impact of Longevity

Protected: My Rudder