This webinar series breaks financial independence into four clear sections: Money psychology, Accumulation phase, Preservation phase, and Distribution phase. Each session is designed to help you make smart money choices that align with your values and guide you toward financial freedom.
All webinars are recorded and available on-demand. Attendance is free.
Schedule
Every Wednesday at 11am PST / 2pm EST starting on January 8th, 2025:
January 8th: How To Improve Your Relationship With Money
January 15th: Master Your Cash Flow
January 22nd: How To Maximize Employee Benefits
January 29th: Executive Compensation 101
February 5th: Saving & Investing Strategies
February 12th: Lifetime Tax Planning
February 19th: Minimize Risk
February 26th: Prepare For Major Life Events
March 5th: Plan Your Estate
March 12th: Preserve Your Wealth
March 19th: Giving & Gifting Strategies
