Live Workshop

Presented by FinCrafters

A Holistic Financial Plan Workshop

Comprehensive, yet only the things that matter the most!

In this intense and interactive 120-minute Workshop, We will take you through the many facets of financial planning. We will provide a unified view of what you need to be thinking about to properly plan your personal finances. We will guide you through these modules below step-by-step.

Your Host:


Karthik Ethirajan
Principal, FinCrafters

Your Co-Host:


Joshua Rozario
Marketing Head, FinCrafters

Workshop Date & Time: June 20th 2020, Sunday - 10:30 am Pacific

ONLY 7 SEATS AVAILABLE


01
Days
12
Hours
58
Minutes
50
Seconds

What you’ll discover on this live workshop:


Save Smart


Invest Smart


Retire Smart

In fact, here's just a sample of some of the modules we'll cover for you on this incredible workshop:

1

Calculating Living Expenses

2

Annual Cash Flow Analysis

3

Current Asset Allocation

4

Buying a Home

5

Contribution for Healthcare Savings Account (HSA)

6

Contribution for 529 College Savings Plan

7

Tax-Free Retirement Scenario

8

Asset Reallocation

9

Tax Optimization

10

Managing Your Portfolio

11

Generating Multiple Income Streams

12

Your Long-Term Care Need

13

Estate Planning

14

Review Investment Options

In fact, here's just a sample of

what we'll answer for you on this incredible webinar:

1

How does an IUL or Annuity investment work?

2

How to create a self-sponsored pension plan that behaves like social security?

3

How to implement a tax-free retirement strategy?

4

How to protect your assets and retirement income against inflation?

5

What are the facts and costs related to long-term care?

6

How to double your money in 10 years with a guarantee for folks 55 or older?

.. and much, MUCH More!

Our Promise!

Our Promise!

 No Theory

Everything you're about to discover in this live workshop 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. 

Meet Your Host!

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 Your Host!

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.

Time left until registration closes:

Workshop Date & Time: June 20th 2020, Sunday - 10:30 am Pacific

ONLY 7 SEATS AVAILABLE

01
Days
12
Hours
58
Minutes
50
Seconds

Don't miss this breakthrough workshop that will finally show you how to have a unified view of planning your personal finances properly. 

Places on the live workshop are limited! Reserve your seat now and join us live for the workshop that will change the way you think about Personal Finances...

PS: We have nothing to sell to you over this workshop :) No Strings Attached! 

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