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Tue, Apr 16

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ON ZOOM - LINK WIL BE SENT AFTER RSVP

EMPOWERING WOMEN & WEALTH - 2 Day Class

GET READY TO MAKE CONNECTIONS & PLAN TO BUILD MILLIONS IN GENERATIONAL WEALTH!

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EMPOWERING WOMEN & WEALTH -  2 Day Class
EMPOWERING WOMEN & WEALTH -  2 Day Class

Time & Location

Apr 16, 2024, 6:00 PM – 8:00 PM PDT

ON ZOOM - LINK WIL BE SENT AFTER RSVP

Guests

About the event

Description: 

1. BUILDING SAVINGS & WEALTH

· Setting Financial Goals- College Education, Home Purchase, Retirement, & Travel

· Personal Financial Strategy

· Building a Financial Foundation

· Procrastination- Time is Money, Wealth Formula, Rule of 72, Inflation, & Taxes

· Believe in your Future- Increase Your Cash Flow, Spend Less, Save More, Reduce Your Debt & Liabilities, Understand How Money Works, Have a Clear Financial Goal, Have a Life of Purpose, Embrace Change & Expect to Succeed

2. INCREASE CASH FLOW & MANAGE DEBT

· Your Vision & Goals in 5 Years?

· Pay Yourself First

· Personal Financial Strategy- Write down a Budget, Re-evaluate Your Expenses

· Determine Assets vs. Liabilities = Net Worth

· Change Bad Habits

· Financial Foundation- Proper Protection, Debt Management, Emergency Fund, & Investment

· Debt, Credit Cards, & Debt Roll-Up program

3. PREPARING with PROPER PROTECTION

· Financial Responsibility X-Curve concept

· Proper Protection to Protect Your Assets & Liabilities

· DIME Method to Calculate How Much Insurance You Need

· Types of Life Insurance- Term, Whole Life, Universal Life, & Indexed Universal Life

4. YOUR HEALTH & WEALTH

· Longer Life Expectancy

· Estate Planning – Living Trusts & Wills

· Funeral Concierge – Peace of Mind

· The #1 reason Seniors go Bankrupt is Medical Bills (from ages 65- 89, costs $606K+ lifetime)

· Medicare – Parts A, B, C, & D (Skilled Nursing Facility costs: Days 1- 20 = $0/day, Days 21- 100 = $185.50+/day, Days 100+ = Pay All Costs!)

· Long Term Care- 70% of Seniors age 65+ will need LTC, Costs of Long Term Care are very Expensive

5. UNDERSTANDING ASSET ACCUMULATION STRATEGIES

· Financial Foundation

· Failing to Plan

· Emergency Fund

· Invest with Purpose, 3 Phases of Wealth- Accumulation, Distribution, & Estate Transfer

· Rule of 72

· Where to Save? 401K, 403B, IRA, ROTH IRA, Pension, Annuities, Mutual Funds, Savings, Real Estate, Home Equity, Commodities, Crypto, & Other?

· S&P 500 History, Can You Handle Losses? (Lose -50%, you need 100% gain to get money back)

· Dollar Cost Averaging, Diversification, Asset Rebalancing, Risk Suitability, Risk Tolerance- Conservative, Moderate Conservative, Moderate, Moderate Aggressive, & Aggressive

6. FULFILLING LONG-TERM GOALS

· College Education Costs, 529 Plan, Financial Aid, & Savings,

· Retirement, Social Security Benefits, Mutual Funds, Defined Contribution Plan, 401K, 403B, 457, TSP, IRA, & ROTH IRA

· Small Business Plans- SEP IRA, & SIMPLE IRA

· Retirement Distributions, Rollovers, Annuities, Cash Value Life Insurance, & Indexed Universal Life

· Where do You Put Your Money - TAX NOW, TAX LATER, or TAX ADVANTAGE?

· The 4 Vehicles Comparison- 401K, Annuity, ROTH IRA, or Cash Value Life Insurance

Join ROCKY PAVONE, Registered Social Security Analyst®, & CFEd®, CFE Certified Financial Educator®, with Heartland Institute of Financial Education to improve your Health and Wealth.

Attend Our New “FINANCIAL HEALTH & WEALTH” Workshop Classes:

Instructor: Rocky Pavone, has 30 years of professional experience consulting and teaching Financial Education and Retirement Planning. Rocky, passionately educates, mentors, and empowers Seniors, Families, Organizations, and Businesses, by helping them achieve their Ultimate Financial Goals, Dreams, & Lifestyle.

**For All Your Financial Questions, Call Registered Social Security Analyst®:

ROCKY PAVONE: (562) 682-1899

CA License# 0B39688

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