Course:

Financial Education

What They Didn’t Teach You In School

This course address strategies that you can use to create more wealth, take less risk and create predictable income down the road.

We all work hard for our money, but do you know how to make your money work hard for you, register for this class to learn how to generate a reliable income stream for life.

Are you tired of being broke, or living paycheck to paycheck? The goal of this course is to show you how to create a safe, predictable foundation to enhance every financial decision you make.

From financial planning to tax strategies, we will learn about each aspect of your financial life to ensure that you have the best opportunity for financial success.

Course Syllabus:

Introduction to Finances: How $Money$ really works

  • 3 Rules of Money

  • Identifying your Financial Independence Number (FIN)

  • Learning and understanding the Wealth Formula

  • Life Insurance: Old vs New

  • Financial Needs Analysis (FNA – valued at $1500, but free to the class)

The Truth about the 401K

  • The History of the 401K

  • The IRS relationship with the 401K

  • The Big Lie

  • Fees associated

7702A Index Universal Life

  • Money Wealth and Life Insurance

  • The Million Dollar Baby

  • Tax Free Retirement

  • Family Bank Strategies

  • 8 Wealth Building Categories

  • Where Banks put their money

Annuities

  • Introduction to Annuities

  • Features of Fix Index Annuities (FIA)

  • Bonus, income, growth, withdraws

  • Retirement planning to secure a paycheck for life

Estate Planning

  • Introduction to Estate Planning

  • Wills & Living Trust

  • Power of Attorney (POA’s)

  • Medical directives

  • Asset Protection

  • Legacy Planning & Retirement

  • Business Planning

Credit: Business and Personal

  • Leveraging credit

  • Good vs bad debt

  • Building credit

  • Debt management strategies

Final: Advanced tax strategy

  • In person reviews with Lawyer, CPA, & Finance Professionals

  • Tax strategies of the wealthy

  • Power of Trust’s and CPA’s

  • Review, Q&A’s and much more


Course Dates

Course begins 2/23/23 and runs for 6 weeks.

Course will be held via Zoom on Thursdays from 7:00pm-8:30pm EST.

Course Cost:

$997

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Your Instructor:

Kendra C. Calhoun

CEO, Bridging the Gap Industries & Financial Services LLC


Kendra Calhoun is the founder and CEO of Bridging the Gap Industries & Financial Services LLC, an innovative leadership development company that specializes in information technology, infrastructure & business project management, creating appropriate financial strategies, providing consulting and outsourcing support for Fortune 100 corporations.

Kendra Calhoun holds a B.A in IT Computer Science & Business Finance. She is driven as a single mother raising 2 young men and also taking care of her elderly mother.  She strives to be successful in providing a certain lifestyle and support for her family.

Although Kendra has been working for over 20 years in the financial industry as well as Information Technology, she makes a high 6-figures salary in both industries.  She brings sustainable long-term growth and value creation for transformation into this industry and a wealth of industry knowledge and expertise as one of the leading Senior Marketing Directors supporting our Mission……

“No Family Left Behind”.

Frank Lewis

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