Join our webinar powered by WestPac Wealth Partners on how to be financially organized, not just with the business but also in your personal life! The following topics will be covered:

• • • Building Blocks to Financial Success
      • – Understand your Personal Economy
    • Universal Truths about Money
      • Financial Principles
      • Financial Organization
        • You must be the CFO of your financial world.  You have financial products and professionals in your life but are they all talking to each other about your financial goals?
        •  On your Personal Balance Sheet, you have Protection, Assets, Liabilities, and Cash Flow.  Are they all efficiently being used towards your goals?
    • Protection
      • You have worked hard to get to this level in business/career.
      • Don’t lose what you have built, have efficient protection for your assets
    • Savings
      • Rate of Savings not Rate of Return allows you to accelerate your Net Worth exponentially
      • You should diversify your savings for Retirement and opportunities before retirement
    • Long-Term Tax Planning
      • Are you prepared for future increased taxes?
      • You should have a Tax Free income in retirement

*This class is reserved for SCCA Members only. 

Date: August 25, 2022

Time: 10:00 am – 11:00 am

Location: Zoom

Cost: FREE