MODULE 6: 🗂️ Efficient Estate Planning

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.

Identify strategies to protect what you can’t afford to lose.

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