
#THEBIGSNAPSHOT
WHAT’S INCLUDED
4 Week Church-Wide Course
Week 1: Budget/Debt
The 1st week is helping each member solidify a framework for a budget that they can consistently implement through each phase of their lives.
Week 2: Life Insurance
The 2nd week is geard towards understanding the many apects of life insurance. Participants will take the insights they learned from week 1 to build a strategy for utilizing life insurance.
Week 3: Estate Planning
The 3rd week is aimed at helping your members take the lessons from the first two weeks and set a clear path for carrying their legacy through to the next generation.
Week 4: Purpose Planning
The 4th week is where we put it all together! Members will take the lessons they’ve learned from the previous 3 weeks to construct a framework for investing for financial purpose (freedom) planning.
BENEFITS FOR PARTICIPANTS
The goal of this 4 week course is to equip the saints with the financial framework to make informed decisions about their financial future. After this course they will have the perspective and system to guide themselves to a healthier financial future. At the end of this course every participant will walk away with:
A clear and well defined budget
A strategy for life insurance with a path to apply for coverage
A free consultation with an Estate Planner to start their path towards establishing a legacy plan.
Guidance to an investment account that they will start contributing towards with specific goals in mind.