The Financial Independence workshop is the foundation to your personal finance education. This workshop defines financial independence (it’s a number) and explains what affects your personal financial independence.
We explain these factors and how they affect your financial independence based on the values you assign. We explain how your risk tolerance determines your financial independence and we give you the tools to calculate and understand your Financial Independence Number (FIN).
Next we show you what is needed in order to reach your financial independence. We show you what is an Asset Accumulation Plan (AAP), how it relates to your financial independence and the three factors that affect your AAP. By the end of the workshop, you’ll understand what happens when you change these three factors and how they relate to each other. You’ll leave the workshop with a completed Financial Independence Equation Workbook specifically for this workshop that you’ll have to reference back to whenever you need it.
Add this product to your shopping cart and checkout (for FREE) in order to access the workshop downloads: workbook, notes, PowerPoint and Excel file. Click this link first to open a new window to view the workshop video on YouTube.