(MBI LIVE) Financial Foundations: Session 3 – Building Long-Term Wealth
When:
- Feb 17, 2027 09:00 AM – 11:00 AM
Where:
- Online Learning - Zoom
| Fee | Type of Fee |
|---|---|
| NO CHARGE | / Person - MBI Members |
| $160 | / Person - Non-Members |
Presenters: Sam Hammes & Kyle Zimmerman, Guide Wealth Partners – Cedar Rapids, IA
Achieving financial stability requires balancing today's priorities with tomorrow's goals. This interactive 2-hour session helps participants understand the financial realities of homeownership, prepare for a successful retirement, and develop a practical 90-day action plan to strengthen their financial future.
Participants will explore the true costs and benefits of owning a home, key retirement planning concepts, and strategies for aligning financial decisions with personal goals. Through guided exercises and self-assessment activities, learners will identify opportunities to improve their financial habits and commit to specific actions they can take over the next 90 days. By the end of the session, participants will have a clear understanding of how current financial choices affect long-term wealth and a personalized roadmap for taking meaningful steps toward financial security.
LEARNING OBJECTIVES
- Identify the financial costs and responsibilities associated with owning a home, including mortgages, taxes, insurance, maintenance, and emergency expenses.
- Describe the key components of retirement planning, including retirement savings accounts, employer-sponsored plans, pensions, and personal investments.
- Estimate future retirement income needs and recognize the importance of starting or increasing retirement savings early.
- Identify financial behaviors and habits that support long-term financial success.
- Create a personal 90-day financial commitment plan that includes actionable steps to improve financial health and progress toward long-term objectives.
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