Financial Education and Training

Financial Education and Training 

Most individuals have not been taught to succeed financially and often make serious financial mistakes throughout their lives.  This is true no matter how much income one earns. We offer fun, interactive training workshops for High School and College Students so that they are equipped with the critical skills and knowledge they need to make solid, informed financial decisions throughout their lives. Topics covered:

  • Rule #1: Always Invest in Yourself First
  • Saving, Investing, and Entreprenership
  • Earning vs. Paying Compound Interest 
  • Credit Cards, Are They Ever OK?
  • Cars: New, Used, Buy, Lease
  • Risk vs. Reward Myths
  • Budgeting to Live Below Your Means
  • How Much Should You Save?
  • Starting A Business and The Lonely Entrepreneur
  • Personal and Business Income Tax Basics
  • What is Capitalism?
  • Planning for Volatility and the Unexpected
  • Buying Your First Home
  • Borrowing From and Loaning to Your Friends and Family
  • Retirement Planing and Social Security Benefits (It's never too young to start.)
  • The Time Value of Money
  • Working, Loyalty, and Job Security
  • Higher Learning and Student Loans
  • Portfolio Diversification
  • Dollar Cost Averaging
  • Life Insurance
  • Long-Term Care Insurance
  • Love, Marriage, Community Property, and Divorce 
  • Being Financially Independent of Your Parents
  • Charting Your Path to Your First $1,000,000 of Net Worth

Our Workshops are on Saturday mornings at our office near the Irvine Spectrum and run 8 sessions of three hours each. Each class is limted to 8 students. Contact us for our current schedule:

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