Wealth Literacy
#1: VALUES
What do you hold dear?
How we spend and save money is influenced by our values and priorities.Even though we all require the fundamentals, such as food and shelter, each person or family will make their own financial decisions based on what they value most.
Make a list of the values that you hold the most dear.
Independence, education, health, safety for the family, reputation, faith, adventure, and community service
#2: PRIORITIES
Priorities in Financial Planning Your spending priorities are determined by your values and financial objectives.Although individual choices vary, a number of financial experts recommend six steps for establishing a strong financial foundation.
Check to see that your income is higher than your expenses. Participate in your company's 401(k) Leverage high-interest debt, such as credit cards. Create a fund for last-minute expenses Add to your Gold Mine account investments Save for other objectives like a vacation, a new Fleet, a Rental property, etc.
#3: STRATEGIES
Strategies for Success As you progress through the other courses, keep in mind these strategies.
Set a goal Post your financial goal on your desk, mirror, or refrigerator. When you are torn between saving money and spending it, consider which action will get you closer to your goal. Keep your attention on you and ignore how other people spend their money. You won't get any closer to your financial objectives if you try to keep up with the Joneses.
Start today and proceed. Financial security is a marathon, not a sprint; therefore, concentrate on making incremental progress each day. Celebrate the small victories you have achieved, such as Expanding your Business and Brand, resisting the temptation.
The Impact of Money on Everyday Life
In essence, money influences many areas of our lives—from meeting basic needs and planning for the future to enjoying leisure, expanding opportunities, and affecting our health and relationships. Cultivating a healthy relationship with money and aiming for financial well-being is essential.
Financial Language
Wealth Transfer Mindset
Compliance Training Seminar Program
Expertise in Individual, Employee, and Leadership Growth
Training Needs Analysis and Curriculum Development
Successfully designed and executed corporate compliance seminars aimed at empowering individuals, as well as enhancing the development of employees, C-suite executives, and management teams within organizations.
Building Strong Client and Stakeholder Relationships
Proficient in identifying organizational training needs.
Developed targeted curricula and engaging training materials tailored to meet specific compliance requirements.
Comprehensive Program Assessment and Logistics Management
Expert in building and maintaining strong relationships with clients and stakeholders. Ensured that all training programs align with organizational goals and compliance standards.
Building Strong Client and Stakeholder Relationships
Proficient in identifying organizational training needs.
Developed targeted curricula and engaging training materials tailored to meet specific compliance requirements.
Collaboration with Department Heads and Subject Matter Experts
Proficient in identifying organizational training needs.
Developed targeted curricula and engaging training materials tailored to meet specific compliance requirements.
Conducting Dynamic and Interactive Training Sessions
Worked closely with department heads and subject matter experts to identify critical training needs. Developed comprehensive compliance training plans that address specific organizational requirements.
Continuous Evaluation and Program Enhancement
Delivered training sessions to a diverse audience using dynamic and interactive techniques. Specialized in various training methodologies, including Instructor-Led Training (ILT) and Training of Trainers (TOT), along with Training Needs Analysis (TNA).
Training Program Logistics & Compliance Coordination
Managed all logistical aspects of the training programs to ensure smooth and efficient execution.
Responsibilities included overseeing scheduling, selecting venues, and coordinating with vendors.
This program is dedicated to equipping participants with the skills and knowledge necessary to ensure organizational compliance, fostering a culture of integrity, ethical practices, and regulatory adherence.