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D.Y.I. Finance Bootcamp

Community Finance is proud to present to you our pilot program: D.I.Y Finance Bootcamp.
DIY Finance Bootcamp is a monthly rotational program with an expectation of action and change, you may begin any week.

 

Event Agenda:
6:15pm - 6:30pm: Networking
6:30pm - 7:15pm: Corresponding Session of the week
7:15pm - 7:30pm: Q&A

 

Session 1: Fundamentals & Principles
Understanding the principles and fundamentals of growing money that renowned investors apply daily, such as the rule of 72, tax planning, managing debt, protection, and more.

Session 2: Prepare for Financial Hurdles
Comprehensive overview of life’s financial hurdles and the risks of failing to plan properly. Some obvious challenges include: college planning, saving enough, growing money, insurance planning, healthcare costs planning, retirement income.

Session 3: Compare Solutions and Strategies
Objective comparison of products and solutions out there in the industry. We conclude our bootcamp with an in-depth analysis of different solutions and discussion of which may be helpful for you.

Session 4: D.I.Y. Drop-in Hour
This session is devoted to provide a comfortable space for individuals with specific questions regarding their personal financial well-being. Our experienced advisors will be available to walk you through your action plan.

Location
Microsoft Store
Address

Level 3
865 Market Street
San Francisco, CA 94103
United States

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