The Golden Apple - Financial Wellness Training Program
"The Educators Strategy For Growing Your Wealth For Retirement"
Each Participant Gets Access to training manual and our financial wellness portal that helps them grow their financial wellness! ( A savings of $240/attendee)
This is a great training program designed from the great information developed in the book "The Golden Apple".
I realize and understand the daily struggle, and the problems that are faced daily in education. As an educator, I know that our pay never equaled the importance of the work that we did, or what we went through.
When we put in up to thirty years in this career, we should be able to retire with wealth and a retirement income of at least what we are being paid during our years of work.
I have developed this training to help all educators and administrators do just that; retire with 100 percent of what they made per year in their retirement. This training seminar will help anyone educator or administrator who needs the knowledge of investing and saving for themselves and co-workers.
This is a Step -by Step training seminar that shows educators how to save and invest for a successful retirement, plan for emergencies, and be financially well. We know that being an educator is not because of the pay! However, as educators, being able to manage our finances, and planning for retirement is just as important doing our job.
Before I was an educator, I was a financial planner and advisor for several great companies like American Express and Waddell & Reed. l am a Dave Ramsey certified Financial Coach, and an Turbo Tax Verified Pro tax planner. I have written several great books on personal finance and been a speaker for several years on the subject. Our training is proven in proactive, research based, practical, and easy to implement strategies. We provide flexibility to best meet the needs unique to your campus. Participants will learn techniques how to budget, save, and invest for financial growth.
THESE TOPICS ARE COVERED IN THE SEMINAR, FACULTY MEETING OR PD. IT CAN BE ARRANGED TO MEET THE NEEDS OF THE SCHOOL .
MENTALLY PREPARING FOR INVESTING
Choosing the right path.
Focus will determine your reality! Mindset, Determination, Balance.
BUDGETING
Business Model Budget
Balance Sheet
Control Your Expenses
Cash Flow
Strategies to Manage costs and expenses
INVESTING
Investing Basics
Types of Assets
Mutual Funds Vs Index Funds
Planning -Develop A Plan and Follow It
Develop Your Budget
Plan For Emergencies
The Vulcan Way - The Logical Investment Method
Maximize Tax Advantage Investments
Use Investment Tools That Grow Wealth
Review Pension & Social Security Income
Plan for 100% of Income In Retirement
And Much More!
Each Participant Gets Access to training manual and our financial wellness portal that helps them grow their financial wellness!
A Financially Well Faculty,
A Better School Environment and Teaching.
Financial wellness is about helping your employees and members learn how to manage their money. Guess what, money is an important part of life. And when your employees or members have money problems at home, it’s tough to keep them from spilling over at work, at church, or your group or organization. With our program, your employees or members can learn the skills they need to stick to a budget, get out of debt, save for the future, and build lasting wealth.
Great Tools Your Employees or Members To Use And Do Better Financially!
Articles Explore our articles page for practical insights and expert perspectives on personal and professional growth.
Budgeting Take control of your finances with our full-featured budgeting app.
Courses Dive into essential topics like retirement planning, debt management, and budgeting to bridge any knowledge gaps you may have. Our curated courses are designed to empower you with the skills and insights needed to make sound financial decisions.
Coaching and support Unlock personalized guidance and support with our coaching services.