Alchemy of Money
Tue, Sep 12
|NYSUT Training Room
Uncover the skills and techniques you need to build wealth as a top producer in this new era.
Time & Location
Sep 12, 2023, 9:00 AM – 3:00 PM
NYSUT Training Room, 800 Troy-Schenectady Rd, Latham, NY 12110, USA
Guests
About the event
Come to this event to learn how to think about wealth-building, deal with emotions money brings up for you, and ensure you’re maximizing your earning opportunities. We’re going to get into the details of your financial systems and reports through mastery of the budget model. We’ll also learn how to build and amplify your investment game to ensure you’re leaving an impactful legacy. It’s not about the money, it’s about what you can do with it.
Here’s What We’ll Cover Together
- Creating your 5-year wealth goals
- The 10 common financial challenges
- Business entity types
- Flow of cash
- Paying yourself
- Using the Chart of Accounts
- Profit and Loss (Summary)
- P&L (Detailed)
- Expense best practices for budgeting
- The Balance Sheet
- The Net worth map
- Accounts Payable
- Account Receivable
- Managing your Financial Dream Team
- Calculating & Improving Margins
- Investing, how to based on your goals
- Retirement accounts at a glance
- Insurance & estate planning
BONUS: All participants will receive a custom 88-page workbook and a suite of digital materials to ensure the impact of this program lasts far beyond the day we spend together.
Tickets
Golden Ticket
$75.00+$1.88 service feeSale endedSponsor
$750.00+$18.75 service feeSale ended
Total
$0.00