Free Financial Topics in Los Angeles & Orange County

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  • How to Build Wealth with Real Estate

    Kurtis Kooiman, Real Estate Wealth Advisor & Certified Financial Coach, First Team Real Estate

    Attendees will leave this talk having clarity on how real estate can be the most important tool in your toolbox when it comes to building wealth. According to the Social Security Administration, 94% of Baby-boomers, the ones who for the most part taught us how to manage our money, are not prepared for retirement. It's not their fault. They were taught by their parents who went through The Great Depression. MORE >

    This was avoidable! This can be fixed! If you are a Baby-boomer, the time to act is now. It's not too late! If you are not a Baby-boomer and want to avoid becoming one of the 94% of your generation, this talk will teach and inspire you to think and act differently. If you want live your life different, you must act different, you must be different and you must have a plan built for success, not failure. It's time to teach the next generation how to act and think like millionaires, not paycheck to paycheck employees. This talk will be your first and most important step to becoming different.

    In this presentation, you will learn:

    • How to use your largest asset, real estate, as a tool to build long term wealth and financial freedom
    • Maximizing the right mortgage strategies in today's market
    • Components of a sound financial strategy
    • Real Estate - Buy, sell, or hold? We will talk about which one makes the most sense in today's market
    • Do you have what it takes to build wealth using real estate or should you stay on the sidelines?

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  • Build Wealth with a Common Sense Approach to Personal Financial Management

    Vic Clement, Principal, Financial Essentials 4 Life

    Building wealth eludes many people, but for the wrong reason. Too often, the basic lessons to successful personal financial management have not been taught or, worse, are learned by making mistakes in the school of hard knocks. Unfortunately, many are led to believe financial success requires sophistication. But the good news is all it takes is the right kind of common sense. MORE >

    This fast-paced, entertaining, 2-hour topic puts critical information into a useful, every day context that everyone, regardless of financial status, can benefit from and use to take control of their financial destiny. The discussion covers practical ways to understand and implement strategies and techniques for budgeting, spending, saving, investing, insurance, retirement planning, and more.
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