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COPSIN Advantage Webinar Series



Date de l'événement : 25 septembre 2023

Financial Literacy 101: What ‘s your financial game plan?

Tuesday, August 11, 2020 at 7-8pm ET
Facilitator:  Patrick Chee – CFP – Financial Advisor, Financial Literacy Counsel

This session is designed to help coaches optimize financial planning opportunities to ensure they are on the right track financially. You will learn proven cashflow, tax and investment planning principles that will help you make informed, confident decisions. You will leave this session with a game plan to enhance your financial security. 

Learning outcomes: 

  • Managing cashflow and debt in these unprecedent times
  • The 3 pillars of saving and investing
  • Keep more of what you earn through tax planning
  • Available income sources during COVID-19