Build a Strong Foundation: Financial Statements Explained

Does the thought of financial planning feel overwhelming? You’re not alone. In this four-week basics series, Secure Your Future, designed specifically for older adults, Benjamin James will draw from the valuable insights in his book, The Playbook: Fundamentals for the Financially Organized & Addressed. This clear and concise course will empower you to take charge of your future.

Session 2 is designed to equip you with tools to take control of your financial future. You’ll learn the parameters for setting clear goals and navigating different account types to understand your net worth. By demystifying financial statements, you’ll gain the confidence to make informed decisions and build a secure future. See how statements translate into actionable insights for your retirement.

In this series, join James to learn how to set goals, understand your financial statements, navigate crucial estate documents, and optimize your insurance, taxes, and Social Security. Gain the confidence to make informed decisions and secure a worry-free retirement. If you wish to purchase the Kindle edition of The Playbook, you’ll find it’s under $4 at Amazon: https://www.amazon.com/Playbook-Fundamentals-Financial-Organized-Addressed-ebook/dp/B08CVSRJQ4/ref=sr_1_2

Session 1: May 21st – Taking Charge: Understanding Your Goals & Objectives (1 Hour)
Session 2: May 28th – Build a Strong Foundation: Financial Statements Explained (1 Hour)
Session 3: June 4th – Protect Your Legacy: Essential Estate and Legal Documents (1 Hour)
Session 4: June 11th – Safeguarding Your Assets & Streamlining Taxes: Insurance, Social Security & Tax Strategies (1 Hour)