Shorepine University

When was the last time you learned something that truly made a positive impact in your financial life? Did it come from a trendy self-help book? A viral social media share? 

Most people learn about personal finance through observing how their friends and family manage their money. When was the last time you received a formal financial education?

Current Course: Wealth Creation Today

Navigating life’s constant demands can make it difficult to gain control of your finances and create wealth. This course is designed for professionals aged 35-50, but anyone can benefit from it. Your instructor will use a comprehensive approach giving you indispensable tools to help avoid mistakes, grow your investments, protect your family, maximize your employer benefits and create a plan to build personal wealth.

Marc typically will teach these classes at local Universities and Colleges. There are two Session One classes and two Session Two classes so that you may select the best times to fit your schedule.

For 2020 the classes are held in a Zoom format. The classes will be held on a weekday from 6:30 PM to 8:30 PM for two successive weeks. 

Marc is an authorized and trained instructor with the Financial Educators Network. Courses are offered and registered through the Financial Educators Network.

IS THIS COURSE RIGHT FOR ME?

This class is great for people in their early to mid 30’s to 50 or higher. Registrants receive 2 booklets full of useful information that will be covered in the class. We strive to make financially complicated material into simple, easy to understand modules.

Nearly every successful professional could benefit from increased financial fluency. Whether you are a corporate veteran, business owner, high-powered consultant, or independently wealthy, Wealth Creation Today™ uses a comprehensive “big picture” approach to an integrated financial plan.

WHY A FINANCIAL EDUCATION IS MORE IMPORTANT THAN EVER?

The classroom prepared you for your career. Now it’s time to take a deep dive into your financial future. Come together with your peers for an insightful approach to assembling the personalized tools and strategies necessary for a lifetime of informed decisions. The instructor-led classroom format matters. You need a space to ask questions and get them answered. Soak in the knowledge and leave with confidence and a lasting connection.

Session One

Life & Wealth Planning

Barriers to Wealth Accumulation

Tax-Advantaged Investment Vehicles

Session Two

Managing Family Finances

Investment Strategies

Risk Management Strategies

Your Course Includes

financial-education-for-wealth

Dates and Locations of Seminars

Wealth Creation Today® Courses 2020

Contact

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