Virtual/Instructor-led training

Building Your Wealth:

Strategies for Success

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In this session, we will learn about the strategies and habits that lead to financial success. The topics covered will include budgeting, saving, reducing debt, and investing, and the impact of these factors on building wealth. 

A number of investments will also be discussed, along with the best approaches for choosing the right ones for specific financial goals. The session will also touch upon the importance of aligning spending with values and creating a financial plan that supports long-term wealth-building goals.

  • Wealth retention vs. wealth creation
  • Setting financial goals using the S.M.A.R.T criteria
  • The psychology of success and the importance of mindset
  • The benefits of playing the long game and building long-term wealth 
  • Analyzing and maximizing income streams
  • Understanding tax and how it impacts your wealth
  • Group discussions and activities
  • Presentations on wealth creation strategies and tools
  • Q&A sessions to address any questions or concerns
  • Individual goal-setting exercises to identify and plan for wealth-building opportunities

At the end of this session, attendees will have a greater understanding of wealth-building strategies and habits. They will comprehend the relevance of budgeting, saving, and investing towards long-term financial prosperity, as well as the effect of debt on their wealth-building endeavors. 

They will be introduced to various investment options, including stocks, bonds, and real estate, and how to make informed investment decisions that align with their financial goals. Furthermore, they will learn how to incorporate their values into their financial plan and build a solid foundation for long-term wealth-building success.