* Discount applies to standard pricing. Must purchase a series of 4 or more finance talks.
Check out some of our Finance offerings below:
Be Your Own CFO
The formula for managing your finances like a CFO
3 S’s: Spending, Servicing Debt, Saving & Investing
Building and using a Financial Dashboard
Impactful spending tactics and debt strategies
Investing Bootcamp
2 Saving & Investing priorities
Asset Allocation, Diversification, and Asset Location
Stocks & bonds, mutual funds & ETFs, 401ks & IRAs
5 steps to designing and managing an investment plan
Employee Stock Options
Attributes of stock options (ISOs and NSOs)
Attributes of stock awards (RSSs and RSUs)
Income tax considerations for options and RSUs
3 factors to consider when thinking about exercising stock options
Ready for Retirement
Federal income tax system: ordinary income, AMT, capital gains
Form 1040 and the most common schedules
Missed and misunderstood deductions and credits
3 best practices to adhere to
Estate Planning for Everyone
Estate plan definition and why everyone needs one
Titling, documents, and structures
4 core estate plan components: will, living trust, 2 durable powers of attorney
Soft side: choosing the people in a plan
Understanding Income Taxes
Retirement: no paycheck + new healthcare expenses
Health insurance landscape: Medicare, Medicaid, supplemental plans
2 keys for when to start Social Security benefits
Generating income from 401ks and IRAs
For more information on how to secure your 10% savings on finance talks, please send an email to hello@fitpros.com with "Financial Talks Series" in the subject. You can also check out our Finance Talk topics at https://www.fitpros.com/finance