USA - How to Set Your Family UP for Financial Success

On-Demand Class · Parenting

In this episode I break down 5 steps to setting up your family for success financially. This is part 1 and part 2 will have the next 4/5 items to finish off the class.

Class Description

In this episode I break down 5 steps to setting up your family for success financially. This is part 1 and part 2 will have the next 4/5 items to finish off the class. All of these are foundational building blocks to get you started, and if you just focus on these areas you will be in a great spot financially.

Sessions Overview

  1. Steps To Set Up Your Family For Success Financially: As a parent you just want the best for your kids, and a lot of that starts with your finances and having everything set up well. In this 2 part series you will learn all the basics you need to have covered to ensure you and your family are protected and set up well for the future.
  2. Steps To Set Up Your Family For Success Financially: As a parent you just want the best for your kids, and a lot of that starts with your finances and having everything set up well. In this 2 part series you will learn all the basics you need to have covered to ensure you and your family are protected and set up well for the future.

Your Instructor

Thomas Kopelman

Welcome! My name is Thomas Kopelman, I am the Co-Founder of AllStreet Wealth and a financial planner for those in their late 20's to early 40's. I am passionate about helping people use their finances to live the life they want. If you want to learn more about me you can check out my website at thomaskopelman.com.

Degrees and Certifications

The Bachelor of Science in Business degree program with a concentration in Marketing and Finance SIE and series 66

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