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

Order Info

Payment

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”.