Our half-day workshop is held once a month on Saturdays from 9 am to 1 pm. This comprehensive 4-hour workshop covers the fundamentals of financial planning in-depth, and includes access to digital resources to support your learning and implementation.

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This workshop provides a thorough understanding of smart financial management, encompassing a wide range of essential topics, including:

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• financial goals

• budgeting techniques

• debt reduction strategies

• wealth accumulation methods

• investment risk assessment

• retirement planning

• real estate acquisition

• economic insights

• asset protection strategies

• tax planning

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Customized (10 or more per class)​