The Wealth Formula
Your complete guide to building a secure retirement with one effective method
“By Failing to prepare, you are preparing to fail.” – Benjamin Franklin
You can either "wing it" to retirement or you can plan it. This course give you a simple guide to retire and removes the guess work on how to get there. Strategy sessions are provided to give you a more hands-on planning experience, so you don't have to feel like you are on your own.
Key Takeaways:
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Avoid common retirement mistakes
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Receive hands-on strategy planning
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Protect your wealth long term
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Avoid the cost of emotional investing
Course curriculum
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2
Creating Wealth
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The Wealth Formula
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See It In Action
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Download: Wealth Formula PDF
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Test Your Knowledge
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3
Procrastination Has A Cost
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Falling Victim To Procrastination
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Procrastination Is A Thief
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4
Don't Forget Uncle Sam
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Taxes: Getting Better Or Worse?
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Tax Rate Trends
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How Your Money Gets Taxed
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5
Invest with Emotions or Logic?
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That Crazy Rollercoaster
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Dollar Cost Averaging
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6
How to Protect Your Wealth
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Stay Safe From Market Dips And Crashes
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The Connection Between Health And Wealth
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What Is Long Term Care?
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Myths About Long Term Care
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What Is Your Cost With Long Term Care?
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Test Your Knowledge
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7
How To Know You Are On Track For Retirement
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Using The Retirement Calculator
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Retirement Calculator Demonstration
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Download: Retirement Calculator
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8
How to Choose a Licensed Financial Professional
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How To Screen Financial Professionals
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Schedule My Strategy Session
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Frequently Asked Questions
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How long does it take to go through the course?
It can take up to a week to properly complete the course. It's a completely self-paced online course - you decide when you start and when you finish.
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How long do I have access to the course?
You will have access to the course for 90 days. During your active enrollment, you will have access to all course content, materials, and strategy sessions.
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How do you pre-screen the license financial professionals?
Each financial professional has a minimum of 10 years experience, works full time, and holds licenses in life, health, series 6, and 63. Some of the professionals also hold series 65 as a fiduciary. They have a proven track record of customer service and integrity. They also have an ability to provide products and services from A rated companies only.
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Are the license financial professionals part of ChaChang?
No. The financial professionals referred to students as a complimentary resource for their course is not affiliated with ChaChang. They are a third party connected to their own company.
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What if I am unhappy with the course?
We would never want you to be unhappy! If you are unhappy with your purchase, contact us within the first 30 days after your purchase and we'll give you a full refund.
Instructor
Financial Coach
Rebecca Chang
Teaching financial literacy is a true passion of mine. Having been in the licensed financial industry and worked with some of the most reputable financial companies in the United States, I have seen the growing need to share financial education with others. With a hands-on approach, I take a holistic style helping families and individuals apply financial education so they don't feel restricted by their finances. Removing that stress can help restore peace in the home and change the legacy of your generations.
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90 Days Of Unlimited Strategy Sessions To Support Your Success
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$98.58
15% OFF with one-time payment
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Sign Me Up!
3 x $38.66
$115.98 With Payment Plan
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Contact Information
Please feel free to connect with Rebecca Chang directly at [email protected] with any questions or concerns.