A introduction to wealth creation

1. Personal Finance Planning

2. Today’s Agenda Introductions Personal Finance Concepts & application Financial Markets Insurance Concepts and Selling Goal Based Performance Discussions

3. Fundamentals First What are assets? assets ?

4. Workbook: mark assets?

5. Assets Defined Asset is one which generates a positive cash flow

6. Cash Flow Relationship

7. Am I Wealthy? Imagine a few Wealthy People What do you see?

8. Definition of Wealth Wealth is not defined by the amount of money.

9. Definition of Wealth Wealth is defined by how long you can continue living the same lifestyle if you stop working today.

10. Your wealth is therefore defined by three things Your monthly expenses, Your liquid assets and Your passive income.

12. Invest in Assets