About the Course
Overview
Do you have questions about building generational wealth? Are you afraid, as many younger individuals are, of counting predominantly on investments in the market to reach financial security? Or, do you want to learn about personal finance to understand better the traditional and current approaches to building wealth? Did you know that they are diverse paths toward achieving financial freedom?
The course is an intense in-person one-day session that covers topics in personal finance encompassing investing in the market, saving strategies, and building generational wealth via other tested methods. Additionally, the course will introduce learners to the budgeting process and how to develop a plan to get on track toward securing financial freedom.
Who Should Attend?
First-time investors who want to learn more about the market
Individuals who want to learn more about different methods for gaining financial security
Entrepreneurs who want to learn about the special retirement options available to business owners
Your Instructor
Sylvia Singleton, MSA, MST, CPA
Sylvia is a Certified Public Accountant with an extensive career in corporate accounting, business management, finance, public accounting, financial planning, and teaching at the university level. She has worked as a Financial Advisor serving high-net-worth individuals. She currently serves business clients and families at the firm, helping them with their financial planning and wealth management needs. Visit the About page to learn more about Sylvia.
Honesty Disclaimer: This course offering is an educational tool and should not be relied on as a guarantee of success. Success takes a significant commitment to growing your business or asset portfolio. Each entrepreneur or investor will have a different result depending on their efforts and dedication to achieving identified goals; thus, some may not be successful.