wISE powerSessions
Workshops, Seminars, Webinars & Teleconferences

Each of our PowerSessions will cover one of the five main areas of money management.

  • Assets are things of value that you own, like cash, stocks, real estate, mutual funds, bonds, gold, and silver.
  • Income is money we earn from work; it’s money coming in from investments or from businesses, and any other money we have coming in from any source.
  • Credit basically  refers to your ability to borrow and access money. 
  • Insurance  protects our things—like our assets, our income, and our credit. Insurance is really important, and we’ll talk more about it later.
  • Debt is money we owe—in loans and other obligations. Being in debt isn’t always bad; debt can be used to buy assets that will benefit us in other ways.

After attending one of our PowerSessions, you will have a clear picture of your goal setting, relationship with money, spending and savings habits.  Our PowerSessions will cover key areas all designed to help you achieve your personal financial goals.