Lectures & Workshops
* The below listed topics are available in either lecture (L) or workshop (W) format.
Financial Management
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Personal Financial Management: To Spend or To Save… Is that Really the Question? | (L)
Cash Flow Analysis & Budgeting: How to Live Within Your Means | (L)
Retirement Planning: Be Prepared or Prepare to be Hungry | (L)
Cash Flow, Quality of Life & Net Worth: How Best to Measure Success | (L) or (W)
Taxes, Inflation & The Cost of Living: Your Money’s Diminishing Purchase Power | (W)
Debt & Credit Management: How to Create and Manage Your Financial Identity | (L)
Image, Consumerism & Retail Marketing: The Mind Game of Capitalism | (L) or (W)
The Art of Negotiation: How to Make Acquisitions Below Retail/Market Value | (L) or (W)
Operational Management: The Power and Efficiency of Systems Implementation | (L)
Savings, Loans & The Cost of Capital: The Banking Scheme | (W)
Entrepreneurship
Business Development & Management: Creating Your Business Infrastructure | (L)
Entrepreneurship: The Wealth Multiplier | (L) or (W)
Financial Statements: Understanding and Utilizing the Income Statement, Balance Sheet, and Statement(s) of Cash Flow | (W)
Assets vs. Liabilities: a Social, Professional and Economic Analysis | (L) or (W)
“Monetizing” Talent: How to Turn Your Passion Into Profit | (W)
Monarchies, Business, Government & The Church: An Empire State of Mind | (L)
Time, Energy & Money: Our Most Valuable Resources | (L)
Investing
Investing & Wealth Creation: Having a Plan for Too Much Money | (L)
Earned, Passive & Portfolio Income Analysis: Why all Income Isn’t Created (or Treated!) Equal | (L) or (W)
Leverage & Other People’s Money (OPM): The Wealth Building Secret | (L) or (W)
Legacy, Succession, & Multi-Generational Wealth: Ensuring That all Your Hard Work Isn't Squandered or Appropriated | (L)
“Good Debt” vs. “Bad Debt”: How to Avoid the "Rat Race" | (L) or (W)
Asset Protection: Don’t Let Love, Life or Poor Planning Take all You’ve Worked For | (L)
Real Estate: The Great Wealth Builder | (L)