MODULE 2: 🛡️Protection Planning Strategies

Celebrate your new knowledge with a video summary that highlights your learning journey!

Learn how to achieve BIG money goals and the six key areas of Personal Financial Planning.

Define your net worth and optimize your cash flow so you can start putting your money in all the right places.

Master the major asset classes to implement wealth-building strategies, empowering you to automate and strategically invest in funds.

Grasp the 3 areas of the tax control triangle and familiarize yourself with various types of tax-preferred accounts.