Fundamentals of Personal Finance

Let's learn the fundamentals of personal finance together!

Trust me. We get it.

Money is stressful - and no one enjoys tackling it alone. SO Let's make a change and learn together!

This 4-week webinar will teach you everything you need to know to truly feel confident with your personal finances going forward.

Want to learn mutliple strategies for budgeting? We got you.

Looking to learn about investing step-by-step? Yep, it's in there.

Want to learn about retirement accounts for you and your kids?

Yep, you guessed it, we cover that too.

Here's the schedule:

02 June 2021 @ 5:00pm PST

09 June 2021 @ 5:00pm PST

16 June 2021 @ 5:00pm PST

23 June 2021 @ 5:00pm PST

FAQ

If I sign up, but cannot make it to the webinar, will there be a recorded video available?

Yes! You will have 30 days to replay each recorded webinar

How long is each webinar session?

Each webinar is 1.5 hours long. About 1 hour of teaching new content, and 30 minutes for answering questions.

Who is this webinar for?

This webinar is perfect for those who are beginner's at personal finance and beginner's to investing. If you're looking for the Sparknotes version of personal finance, then this is for YOU!

How much does it cost?

The regular price is $299, but pre sale will be $197 until May 18

at 11:59pm EST

I've done 1:1 Coaching with you, will this still benefit me?

Absolutely! If you have only done 1 or 2 coaching calls with me, then this will definitely benefit you. There will be 6 hours of information in this webinar which is far more than I could cover in 1:1 coaching unless we have done more than 5+ sessions together.

I'm outside the U.S., will this still apply to me?

Yes, 90% of the webinar will still apply to you! Some account and tax implications will differ country by country.

What you will learn over the next 4 weeks!

Week 1

- Overcoming your Money Mindset

- Establishing your Money Priorities

- Learning Neuro Linguistic Programming

- What is Budgeting? What is an Emergency Fund?

- How can I make budgeting work for me so that I can stick to it for the long term?

- What is net worth and why is it important?

- Understanding the power of investing

- Let's learn key terms of finance together

+30 Minute Q&A

+ BONUS PRINTABLE DOWNLOAD

Week 2

- The Fundamentals of Accounts

- What money accounts you need

- Cash vs Retirement vs Investment Accounts

- Roth vs. Traditional Contributions

- Contribution Limits to all Accounts

- Income Limits to Accounts

- Tax Implications of Accounts

- Which accounts do you NEED right now?

- How much should you have in each account?

+ 30 Minute Q&A

+ BONUS DOWNLOADS

Week 3

- History of the Stock Market

- What is investing? How does investing work?

- What kind of investor are you?

- How do you know when you get started?

- What can I invest in?

- Types of Investment Funds

- Risk Tolerance

- 3 Fund Portfolio

- Diversifying your Investments

- Investing while in Debt

- Dollar Cost Averaging vs Lump Sum Investing

+ 30 Minute Q&A

+ BONUS DOWNLOADS

Week 4

- THE DAY OF ACTION from Week 1-3 Learnings!

- What investing looks like for you

- Checklist for Order of Saving & Investing

- Calculating your FI

- Biggest Investing Mistakes People Make

- Setting you Up for Success

- Investing Rules

- Creating a Payday Automation Flow Together

- What you can do right now

- Building your own Investement Portfolio

-A look into our Investment Portfolios!

+30-45 Minute Q&A

+ BONUS DOWNLOADS

This webinar is for you if....

Personal Finances are overwhelming to you and you don't know where to start

You want to take control of your finances and do everything you can to be confident doing so

You want to feel proud of the financial life you create for yourself

You want to build generational wealth for the generations to come after you!

You want to learn how to save & invest without being restrictive in your life

You want to create a financial path where you can clearly see where you will be in 5, 10, 15 years

About Ceci Marshall - Founder of @financesreimagined

Ceci works in revenue strategy at Google, focused on incentive design and global advertising strategy. Prior to her role in revenue strategy, Ceci worked in Strategy for the VP of Subscriptions at YouTube.

Outside of work, Ceci holds a deep passion for increasing financial literacy amongst adults globally, which she has channeled into the creation of her social media account. Ceci's goal is to teach financial literacy topics and key themes to as many adults as she can per week.

About Leandra - Founder of @female.in.finance

Leandra is from San Diego, California, which means she doesn't own a jacket. She works in corporate finance helping businesses crunch numbers. Prior to working in corporate finance, Leandra received her Bachelor's degree in Finance & Marketing with a minor in Astrophysics.

She is the sole founder of Female in Finance. She noticed that people were CRUSHED from the global pandemic, so she created a platform to help people level up their personal finances, crush their debt, build a side hustle, and invest in the stock market.

In short, she's a serial entreprenaur, wanna be astronaut, and an extreme hobbyist of personal finance.

Considering we charge $149 per hour and this is a 6 hour webinar,

this webinar is valued at $894! The regular price is $299.

Presale price is $197 until May 18 at 11:59pm EST.

You don't want FOMO, trust me.

Fundamentals of Personal Finance