Course Description
Despite gains in
labor participation over the last few decades, women continue to experience a
gender pay gap which impacts the income stream available to save, spend, and
invest at rates comparable to men.
Retirement and
other long-term investment goals suffer, as a result. Unfortunately, the
pandemic has reversed key trends in women-owned businesses and their labor
participation rates overall. Studies continue to show that financial literacy
is a cornerstone of economic stability and despite gains in other areas of
life, women of all ages still report looking to someone else for assistance in
understanding and guiding their finances.
When we view our
financial lives as a pyramid, we start with a large base of safety and
long-term protection and move progressively towards the apex, which is smaller
and includes more aggressive investments. Just above the base, we include real
estate and fixed-income investments. Learning about real estate, both as a
primary residence as well as an investment property is a topic we explore in
this course. We also look at fixed-income investments and how they can
integrate into your portfolio.
This CE/CPE
course by Ilene Slatko builds on the
groundwork we established in courses 1 through 4 and explains how OPM (other
people’s money) helps drive opportunities in real estate, specifical
discussions about leverage, tax benefits, and potential passive income. Our
money pyramid includes fixed-income investments, and we explore how to
effectively structure the diversification of issuers, credit rating, and maturities.
Major topics covered in this webinar:
- What is Financial Empowerment?
- Real estate basics
- Depreciation
- Bills, Notes, and Bonds
- Interest rates vs Market price
This CPE course encourages participants to view
financial empowerment as a critical and achievable goal. We continue to build
each participant’s financial puzzle, a process that will continue throughout
the 8 sessions.
Wherever you are
in your understanding and mastery of your financial life, this CPE Finance webinar, Real Estate, and Fixed-Income Investments, will give you the tools
and knowledge to make the choices necessary to have a successful financial
future.
