Finance & Wealth Building Series

Presented on Zoom 

March 26th | 1:00pm - 2:00pm PT // 4:00pm - 5:00pm ET

Do you want financial prosperity for yourself and your legacy? Do you have a plan, with the knowledge and resources to fulfill it?
 
The Kristan Cole Network is excited to present the Finance and Wealth Building Series, a bi monthly Zoom call where we'll discuss all of the most important aspects to consider when building your wealth strategy. 
 
The content Kristan has prepared is based on her knowledge gained from Chris Bird. Chris has been in the financial business for over 30 years, and holds the Certified Financial Planner (CFP) designation. He is enrolled to represent taxpayers before the IRS as an Enrolled Agent (EA), and worked as an IRS agent for 16 years. Chris conducts over 150 seminars each year on income tax planning, wealth building, residential rental property ownership, and tax strategies for the real estate and financial industries nationwide.
 
Join us as we sequentially deliver the knowledge, tools, and resources we believe you want and need to set yourself up for success no matter what happens in the "market". 
 
Our goal in each class is to go over the selected section and then allow you time to take action on the items important to you before the next class. This call is open to everybody, so please feel free to invite your family, friends, colleagues, and anybody else who you think would benefit from increasing their knowledge around finance and wealth building strategies.
 

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What You'll Learn

Inflation

Learn how to protect your wealth and hedge against inflation! 

Taxes

Create a plan to strategically reduce personal and business tax liabilities. 

Real Estate Investing

What does it mean to buy the payment, not the price?

Interest Rates

Discuss changes in rates and how that affects you.

Insurance

Do you have adequate personal and asset liability coverage? 

Cash Flow Mapping

Where is your money going?  

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About Your Instructor

Kristan Cole

Kristan and her team are on track to close 2500 transactions and $1,000,000,000 in volume this year.  She has a nationwide expansion team, and she helps agents regularly achieve a 58% - 65% profit margin. Kristan has been through 6 major recessions in her 40-year career, she is a MAPS Coach, and Master Faculty with Keller Williams.

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