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.
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.
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
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
Introduction to Annuities
Features of Fix Index Annuities (FIA)
Bonus, income, growth, withdraws
Retirement planning to secure a paycheck for life
Introduction to Estate Planning
Wills & Living Trust
Power of Attorney (POA’s)
Legacy Planning & Retirement
Credit: Business and Personal
Good vs bad debt
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 begins 2/23/23 and runs for 6 weeks.
Course will be held via Zoom on Thursdays from 7:00pm-8:30pm EST.
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”.