Free Webinar
Presented by FinCrafters
Register for the
"A Holistic Financial Planning Workshop"
Dates: Nov 1, 8, 15, 22 at 4pm - 5:15pm PST
In this 4-part Webinar series, we cover the asset growth strategies and investment examples in the first two weeks, and work through your financial plan in the next two sessions. Each session is 75 minutes long.
Week 1: Financial Planning Concepts
- Asset Growth Using Rule of 72
- Effect of Taxes and Inflation
- Cash Flow Analysis
- Human vs. Financial Capital
- Tax Treatment of Retirement and Investment Accounts
- College Savings Plan
- Understanding Mortgage Interest
- Quick Income Tax Calculation
- Framework for Achieving ~0% Tax at Retirement
- Asset Growth and Retirement Scenarios
Week 2: Investment Options
- Stock Analysis
- 50-Year S&P 500 Performance
- How Index Crediting Works
- IUL Investment Example
- Longevity Risks
- Annuity Investment Example
- LTC Facts and Economics
- LTC Policy Example
- Investments Comparison
Week 3: Your Financial Plan Modules 1-7
We will work through the first seven modules from the Holistic Financial Planning Workbook (https://fincrafters.com/a-holistic-financial-planning-workbook)
Week 4: Your Financial Plan Modules 8-14
We will work through the next seven modules from the Holistic Financial Planning Workbook (https://fincrafters.com/a-holistic-financial-planning-workbook)
p.s. We have a WhatsApp group, MoneyTalk (click from a mobile), for discussing personal finance and investment related topics if you would like to join. I've been sharing an "insight of the week" from my research in retirement planning, college planning, personal and business taxes, estate planning, portfolios and investing, real estate, etc.
Our Promise!
No Theory
Everything you're about to discover in this live webinar is backed by real-world results. No hype and no theory. 10+ years of research and 100's of successful participants.
Never Taught Before
The training you're about to receive is brand new, cutting edge and has never been taught outside of FinCrafters' InnerCircle.
No Fluff
Karthik gets straight to the point and gives you real-world, actionable items that you can start implementing on your financial profile.
In fact, here's what this advanced tool will help you discover...
1
Learn how savings fuels asset growth; building a nest egg
2
Assess your human and financial capital
3
Compare what your retirement income would look like in different scenarios
4
Calculate and Validate what your retirement number looks like
.. and much, MUCH More!
Meet The Creator
Karthik Ethirajan
Principal, FinCrafters
FinCrafters began as a personal passion that turned into a professional pursuit. I relish deriving insights using quantitative approaches. I enjoy pairing down complex abstract ideas to simple practical insights and communicating them. For example, how do you holistically think about savings, taxes, investments, retirement needs, etc. with personal situations such as college or estate planning factored in? I agonize over strategizing such scenarios.
I am an engineer by training and through business education from Cornell and management consulting experience learned how to think holistically, work analytically, while also being practical and able to communicate well.
Meet The Creator
Karthik Ethirajan
Principal, FinCrafters
FinCrafters began as a personal passion that turned into a professional pursuit. I relish deriving insights using quantitative approaches. I enjoy pairing down complex abstract ideas to simple practical insights and communicating them. For example, how do you holistically think about savings, taxes, investments, retirement needs, etc. with personal situations such as college or estate planning factored in? I agonize over strategizing such scenarios.
I am an engineer by training and through business education from Cornell and management consulting experience learned how to think holistically, work analytically, while also being practical and able to communicate well.
Testimonials
Testimonials
Chitra Purohit
Sr. Business / Systems Analyst, Franklin Templeton
“Karthik has always offered sound financial advice based on my investment objectives and personal needs. His ability to distill insights from complicated financial matters is commendable. He backs up his advice with extensive research. He picked the best performing IUL plan to improve my tax-free investments profile.”
Veronica Colmenar
Supply Chain Professional, Gilead Sciences
“Karthik is my trusted financial advisor and planner. He is very knowledgeable and keeps up to date with the latest financial products and tax laws. He is committed to helping people realize their retirement goals. He gave me a financial check up and as a result created a comprehensive retirement plan to help me allocate and invest my funds in a tax efficient manner. After working with Karthik, I feel I’m better prepared for my retirement.”
Madhu Gowda
Principal Agent, Ozone Insurance
“I have known Karthik for several years. As an agent myself, I often find myself discussing tax-optimized retirement strategies with him. I trust his research and analysis to sift out the best performing financial product in the market. I strongly recommend Karthik for planning your specific retirement scenario.”
© 2019, FinCrafters