Why is financial education important for everyone?
Taught by a seasoned instructor, our classes offer the opportunity to learn build your financial understanding regardless of your education level or financial situation.
Check back periodically as topics range from tax strategy to retirement.
This summer, our featured webinar, TuitionWISE helps parents and teens develop the structure to work together on their first large purchase, college. Help your teen understand the economics of student loans, the importance of return on investment and the reasons to be strategic in choosing a college that works well with your family budget. See below to register.
Tron D. Welch, MBA, CFP, AIF has taught courses on the college level, through BVSD Lifelong Learning and within the industry. His teaching style is relaxed, informative and approachable. If you would like to learn more about Tron, please visit our Team Page.
We also have resources to help make college decisions during the pandemic on our College and COVID page.
Cash Confidence in Retirement
Creating efficient streams of retirement income requires an understanding of tax rules, investment strategies and withdrawal requirements.
We are sorry if you missed this class. We are happy to send a link, please just let us know:
Wealth Creation Today®
Virtual seminar, presented online.
Section One: Tuesdays June 18th and 25th 6pm to 8pm
Section Two: Thursdays June 23rd and 30th 6pm to 8pm
The classroom prepared you for your career. Now it's time to take a deep dive into your financial future. Come together with your peers for an insightful approach to assembling the personalized tools and strategies necessary for a lifetime of informed decisions. The instructor-led classroom format matters. You need a space to ask questions and get them answered. Soak in the knowledge and leave with confidence and a lasting connection.
Nearly every successful professional could benefit from increased financial fluency. Whether you are a corporate veteran, business owner, high-powered consultant, or independently wealthy, Wealth Creation Today® uses a comprehensive "big picture" approach to an integrated financial plan.