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Mastermind Collective – September 14, 2022

Wed, September 14, 2022 from 4:30 PM – 7:00 PM PDT

Bahia Corinthian Yacht Club
1601 Bayside Drive
Newport Beach, CA 92625

Our financial literacy workshop will teach teens and youths the basics of money management, budgeting, saving, debt, and investing.

This knowledge lays a foundation for teens and youths to build strong financial habits and avoid the most common mistakes that lead to a lifetime of money struggles.

This expert led workshop provides you the tools necessary to develop a lifetime of personal financial success. You will learn budgeting and personal finance and much more.

Topics Covered:

– Fundamentals: Personal Finance – Budgeting vs. Spending – Saving vs. Investing – Wealth Pyramid

– Advanced Subjects: Leveraging Insurance -Career Readiness -How Tax Brackets Work -5 Rules of Investing

– Lab Topics: Credit vs. Debt -Estate Planning: Is it too early? -Buying vs. Leasing- Make the Most out of a 401k



Mastermind Collective: A Conversation with Greg Reese

We have the Mastermind Collective to be a family board of advisors for our clients. Greg Reese is a tax expert and we’ve worked closely together to solve a number of challenges for our clients.

ReimaginINg How Financial Advice and Services are Designed and Delivered

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