$10.00

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

In person, one one-hour session designed to build the fundamentals on prudently taking the first steps to long-term wealth!

Course Description

This one-session course is designed for young adults who 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 career. The long-term objective is to lead them towards financial responsibility and freedom.

Sowing Success – Wealth Building Fundamentals

1. Establishing S.M.A.R.T. Financial Goals
2. Personal Financial Statements and Cash Flow Management
3. Credit Card and Debt Management
4. Inflation and Purchasing Power
5. Tax Distinctions and Different Tax Treatments
6. Evidence Based Investing and Building a Portfolio
7. Top Tips for Parents For Raising Financially Responsible Young Adults

Teachers

Kellen H. Williams, CFP®

David A. Witter, CFP®, CSP®

Location

College Park Methodist Church

644 W Princeton St, Orlando, FL 32804

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