In Person

“Learning to Fly” Course – 2024 DATES PENDING

$10.00

When registering to the right, please enter the student name under “Full Name” and the parent under “Spouse or guest name.

Online live video, one one-hour and a half sessions designed to help you be successful in launching into your career!

Course Description

This one-session course is designed for young adults who are ready to launch their career and are eager to be successful & wise with their finances.  Participants will have an opportunity to discover or confirm their talents and passions, learn how to network effectively, prepare to shine in interviews, and gain a fundamental understanding of budgeting, taxes, and how to be a prudent investor.  The goal of this course is to guide soon-to-be graduates and those early in their career to use their gifts and skills to start them on a path towards not only landing their “dream job”, but how to be successful in any job. The long-term objective is to lead them towards financial responsibility and freedom.

The Proximity Principle

  1. Discover Your Talent & Passion
  2. Networking and Making Connections
  3. Develop Your Personal Brand
  4. The Value of Any Job

How to Win at Interviewing

  1. Drafting a Resumé and How to Prepare for an Interview
  2. Getting Your Dream Job

Sowing Success – Wealth Building Fundamentals

  1. Establishing S.M.A.R.T. Financial Goals
  2. Personal Financial Statements
  3. Inflation and Purchasing Power
  4. Tax Distinctions and Different Tax Treatments
  5. Evidence Based Investing and Building a Portfolio
  6. Who Wants to be a Millionaire?

Teachers

Kellen H. Williams, CFP®

Danica N. Bolton

David A. Witter, CFP®, CSP®

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