my best life 07.10.17.1204P
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COURSE: FI0409<br />
COURSE TITLE: HOW 401Ks Really WORK<br />
SUB: Are They Worth It?<br />
DURATION: 4 hours<br />
STUDENT MATERIALS: Included<br />
EVENT ELIGIBILITY: ME - WQ - RUTTC<br />
DESCRIPTION: Selling consistently changes. Get an in-depth view of<br />
the history of selling trends and what the future holds.<br />
o What is Needed to Implement a 401K?<br />
o Employees: Who Can Be Included? Excluded?<br />
o How to Handle Loans, Vesting and Taxation<br />
o Complying with Non-Discrimination Rules<br />
o Annual Reporting Requirements<br />
COURSE: FI0410<br />
COURSE TITLE: MUTUAL FUNDS<br />
SUB: They Are Not What You Think<br />
DURATION: 4 hours<br />
STUDENT MATERIALS: Included<br />
EVENT ELIGIBILITY: ME - WQ - RUTTC<br />
DESCRIPTION: Mutual funds, one of the most common sources of stock<br />
investments, has its secrets. Learn the truth behind them.<br />
o How They Are Rated<br />
o The $13 Trillion Dollar Lie<br />
o What Fails 96% of the Time with Mutual Funds<br />
o It's All About the Fee<br />
o A Safer More Profitable Alternative<br />
COURSE: FI0411<br />
COURSE TITLE: GENERATIONAL INVESTING<br />
SUB: Have Your Money Outlast You<br />
DURATION: 4 hours<br />
STUDENT MATERIALS: Included<br />
EVENT ELIGIBILITY: ME - WQ - RUTTC<br />
DESCRIPTION: Learn to develop a portfolio that will last for many<br />
generations. Discover how to create a legacy.<br />
o Die Broke? Don't Be Stupid<br />
o Long-Term Strategies<br />
o Make Your Money Outlast You<br />
o Don't Put Money in Your Will<br />
o Creating a Legacy<br />
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