It’s time to talk about money, and how to manage it best. This is serious business.
We are hosting a members only financial literacy workshop facilitated by Jason H. Bayuk of Barnum Premier Client Group (BPCG). Jason is an experienced financial planner, financial services representative, registered representative, investment advisor and top representative on BPCG’s Chairman’s Council.
Jason will cover the below topics during a three (3) hour session on Thursday, August 1st, from 6-9 EST PM) at a Mastermind Connect member’s building lounge located at the top floor, with panoramic views of the Brooklyn and Manhattan skylines. (SKY2) of 309 Gold Street, Brooklyn, NY 11201.
This workshop will be replacing our MC Book Club for the month of August. Please RSVP as soon as possible as space is limited.
The workshop will cover:
Major Rules of Thumb
Paying Yourself First
Creating and Sticking to a budget
Compound Interest – Put it to use
It’s not what you earn, it’s what you keep
Understanding Inflation and Taxes
Impacts of inflation
Understating income taxation
Controlling your investment taxation
Investment Guiding Principles
Getting Invested – There is a cost to waiting
Diversifying – what does this really mean
Staying investing – Time “in” the markets
Protecting what you have – Income and Asset Protection
Life insurance – Protecting your loved ones and building assets
How Much Coverage?
Breaking down the types
Disability Insurance – Protecting your income
Looking forward to seeing you all there!