$mart Money Move$: A Financial Literacy Bootcamp for University Faculty and Staff

Unlock your potential with our 12-week financial literacy program, specially designed for college and university faculty and staff. Learn to build, protect, and extend your wealth with confidence and ease.

Module 1: Get Ready for Wealth
Establish a strong financial foundation by adopting the right mindset and mastering essential financial strategies.

• Money Mindset: Cultivate a positive attitude towards money to break bad habits and build a wealth-oriented mindset.
• Creating Financial Stability: Learn how to effectively budget, create an emergency fund, and manage cash flow to avoid financial pitfalls.
• The Power of Compound Interest: Understand how to harness the power of compound interest to grow your savings and investments exponentially.
• Debt Management: Gain the skills to differentiate types of debt and develop strategies for reducing and managing debt effectively.

Module 2: Let’s Build and Keep Wealth
Discover how to accumulate wealth through various investment avenues and learn strategies to preserve it.

• Life Insurance Policy: Explore different life insurance options and how they can provide financial security for your family.
• Investment – Stock Market: Get an introduction to stock market investing and learn how to create a diversified investment portfolio.
• Investment – Real Estate: Understand the basics of real estate investing and how it can contribute to long-term wealth.
• Entrepreneurship: Discover the essentials of starting your own business and creating additional revenue streams.
• Keeping Wealth: Learn strategies to protect your assets and sustain your wealth over time, including risk management and financial planning.

Module 3: Extend Your Wealth - Legacy Planning
Plan your legacy with effective strategies to ensure your wealth is preserved for future generations.

• Succession Planning: Develop a plan to pass on your assets and business interests smoothly to your heirs.
• Protection – Trusts: Learn how to use trusts to protect your wealth and provide for your loved ones, ensuring your legacy endures.

Take control of your financial future today. Join us to build, protect, and extend your wealth!

~Start date: March 18, 2024!~