Lee's Summit, Missouri
P: (816) 287-4780 | E:  info@nextgen-wealth.com

 

 

Financial Education Workshops

Financial Education Workshops

Automating Your Finances

How to construct your most efficient financial life

This workshop is great for any age group, but very much geared for individuals in their 20’s, 30’s and 40’s.  In this workshop, we’ll show you how to create an automated financial life that will save you time, stress and aggravation.  You will leave this workshop with a much better understanding of:

  • How financial automation works
  • Helping you to create a financial game plan
  • Step by step instructions on how to automate your financial life
  • Determining what’s most important to you and where to start
    • Retirement, budgeting, savings, debt and insurance

 

Financial Planning for Generation X and Y

Creating a roadmap to financial independence

This workshop is specifically geared to individuals in Generations X and Y (20’s, 30’s, and 40’s).  In this workshop, we’ll go over the benefits of having a vision for your financial life and how to create a plan that can last a lifetime.  You will leave with a much better understanding of:

  • Why having a financial plan is important
  • Where to even begin
  • The importance of cash flow and financial automation
  • Prioritizing your financial life
  • Implementation and accountability

 

A Great Retirement Plan on Any Budget

An easy process for getting you to retirement

This workshop is specifically geared to individuals in Generations X and Y (20’s, 30’s, and 40’s).  In this workshop, we’ll teach you a very easy method to implement a plan that will allow you to save for retirement while still maintaining your current lifestyle.  You will leave with a much better understanding of:

  • Why having a retirement strategy is important
  • The “baby step” philosophy
  • How to pay yourself first
  • Knowing what it is you need to do to reach your retirement goal
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