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Course Description

One of the basic foundations of financial success is our mindset and the way we relate to money. We will review basic foundations of financial success, you will evaluate your money habits, look at debt and its impact on financial success, we will discuss strategies to improve your financial success by using traditional and non-traditional strategies. Income taxes play a role in how much of our income we get to keep. We will discuss strategies to save for retirement, in a tax efficient way. Build our financial house, live in it and pass it on.

Instructor: Euletta Gordon MBA, ChFC, CLU, has been in the financial Services field since 2001. personal and business financial goals. She is passionate about helping clients with their estate and legacy planning. She has spent the last two decades educating and coaching clients toward achieving their Notebook, openminded and a desire to learn. She and her team provide guidance around wealth creation, asset protection, investment, retirement, and tax strategies. She volunteers about one hundred hours/year. Euletta has Series 6,7,63, 65 licenses. She has three sons, loves to travel, works on her fledgling bee farm while pursuing her real estate development projects.

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Section Title
Foundations of Financial Success (House)
Type
Discussion
Days
Th
Time
5:30PM to 7:00PM
Dates
Mar 27, 2025 to Apr 24, 2025
Schedule and Location
View Details
Contact Hours
7.5
Location
Delivery Options
Classroom  
Course Fee(s)
Course Fee $30.00
CEUs
0.75 CEUs
Section Notes

One of the basic foundations of financial success is our mindset and the way we relate to money. We will review basic foundations of financial success, you will evaluate your money habits, look at debt and its impact on financial success, we will discuss strategies to improve your financial success by using traditional and non-traditional strategies. Income taxes play a role in how much of our income we get to keep. We will discuss strategies to save for retirement, in a tax efficient way. Build our financial house, live in it and pass it on.

Instructor: Euletta Gordon MBA, ChFC, CLU, has been in the financial Services field since 2001. personal and business financial goals. She is passionate about helping clients with their estate and legacy planning. She has spent the last two decades educating and coaching clients toward achieving their Notebook, openminded and a desire to learn. She and her team provide guidance around wealth creation, asset protection, investment, retirement, and tax strategies. She volunteers about one hundred hours/year. Euletta has Series 6,7,63, 65 licenses. She has three sons, loves to travel, works on her fledgling bee farm while pursuing her real estate development projects.