

Prefit Financial Literacy Course
Creating your Financial Future
Available spots
Intention: creating an interactive space for financial discussion and coaching. Outcome: participants gained critical knowledge to manage common personal finance matters with confidence. Chapter 1, Financial Literacy and Your True Purpose for Money - What is literacy and current status in the US - How has Americans prepared themselves financially? - Discover what your True Purpose for Money is and let that guide your financial discussion making process. Chapter 2, Threats that exist Today - First 5 Primary Threats to income and how to eliminate them. - Emergency Savings - Impact of income taxation Chapter 3, Threats to Retirement - Primary threats to income in retirement. - What Investing is and isn’t. - Investor behaviors that destroy return. Chapter 4, Home Buying and Credit What’s the process of buying a home. Myths about how credit works. Pitfalls to avoid. Credit Repair and Debt Management. All sessions are 90 minutes and online via Zoom. You will receive a workbook and assignment for each session. In respect to the privacy of participants recordings of these sessions are for training and compliance purposes and for Wealth Cairn internal use. They will not be made available to the participants and the general public.