SERVICES to explore
FINANCIAL EDUCATION FOR EVERY-1
An overview of wealth management principles, including setting financial goals, assessing risk tolerance, and understanding investment options.
Wealth Management Fundamentals
Guidance on estate planning essentials, including wills, trusts, and legacy planning, as well as strategies to minimize estate taxes and preserve wealth for future generations.
Estate Planning and Wealth Preservation
Strategies for minimizing tax liabilities, including tax-efficient investing, retirement planning, and charitable giving strategies.
Tax Optimization Strategies
Understanding insurance options for wealth protection, including life insurance, disability insurance, and long-term care insurance, as well as strategies to mitigate financial risks.
Risk Management and Insurance
Comprehensive planning for retirement, including estimating retirement expenses, maximizing retirement savings, and creating a sustainable income stream in retirement.
Retirement Income Planning
Planning for the transfer of wealth to heirs or beneficiaries, including considerations for family dynamics, business succession, and philanthropic goals.
Wealth Transfer and Succession Planning
Exploration of the psychological factors that influence financial decision-making and strategies for overcoming common behavioural biases.
Behavioural Finance and Investor Psychology
Understanding regulatory requirements, compliance issues, and legal considerations relevant to wealth management and financial advisory services.
Regulatory and Legal Considerations
Techniques for building and maintaining effective client relationships, including communication skills, client needs assessment, and ethical considerations in wealth advisory practice.
Client Relationship Management
WEALTH ADVISORY
"Financial Education for Every-1" signifies a commitment to providing comprehensive financial literacy and empowerment to individuals from all backgrounds, ensuring that everyone has access to the knowledge and skills needed to make informed financial decisions and secure their financial futures.
Training programs to become a certified financial coach, providing one-on-one guidance and support to individuals seeking to improve their financial health.
Credit Management and Repair
An introductory course covering fundamental financial concepts such as budgeting, saving, and managing debt.
Financial Goal Setting and Planning
An introductory course covering fundamental financial concepts such as budgeting, saving, and managing debt.
Women & Money
An introductory course covering fundamental financial concepts such as budgeting, saving, and managing debt.
Financial Literacy Workshops
An introductory course covering fundamental financial concepts such as budgeting, saving, and managing debt.
Financial Literacy Basics
An introductory course covering fundamental financial concepts such as budgeting, saving, and managing debt.