Upcoming Teaching, Training and Workshops

BUILD A JUMBO NEST EGG!  (Click here to enroll)

If you’re ten or more years away from retirement, you have time to build significant retirement wealth. Stop squandering your Accumulation Phase, your paycheck years. A 36-year CFP will teach you how to build an age-driven growth plan, using inexpensive passive investments in your objectives-based, asset allocation portfolio.

Format: Non-credit Adult Education Class

When: Start March 7, 2020

Where: CCAC, Community College of Allegheny County, South Campus


CRACK OPEN YOUR NEST EGG! (Click here to enroll)

If you’re retired, or in the “Red Zone,” ten years or less away from retirement, it’s time to shift gears. An aging bull market can abruptly wreck your dreams. Protect yourself! A 36-year CFP will teach you how to stabilize your Distribution Phase, preserving wealth, protecting growth, establishing income you can’t outlive and creating lasting legacies.

Format: Non-credit Adult Education Class

When: Start March 28, 2020

Where: CCAC, Community College of Allegheny County, South Campus


WINNING BY NOT LOSING (Click here to enroll)

Retired investors are sitting on a ticking time bomb: an 11-year old Bull Market. We’ve enjoyed record growth, but coming corrections necessitate a “risk off” portfolio. A 36-year CFP will teach retirees and “red zoners” how to strip the risk of principal loss from their portfolio while repositioning assets to maintain growth and generate income.

Format: Open Workshop

When: March 19, 2020

Where: CCAC, Community College of Allegheny County, South Campus


20 MINUTE MONEY!

Our multi-module series of bite-sized steps to building lasting wealth…twenty minutes at a time!

 

 

 

Format: Online Multi-module Instructional Series

When: To be announced…coming soon to Skillshare.com

Where: Skillshare.com 


Private Corporate and Group Financial Wellness Training and Coaching

Format: On site or online group driven instruction, tailored to the needs of the corporation or group.

When: Scheduled privately by appointment.

Where: For details and fee schedule, contact Joseph Grieco, CFP at WealthKeep@hotmail.com.


Wealth Coach and Money Coach Training  for Financial Professionals

Format: On site or online, individual instruction, tailored to the needs of the financial professional.

When: Scheduled privately by appointment.

Where: For details, curriculum and fee schedule, contact Joseph Grieco, CFP at WealthKeep@hotmail.com.


The terms “Certified Financial Planner “and “CFP ” are exclusively reserved  for professionals who successfully complete initial and ongoing certification requirements established by the Certified Financial Planner Board of Standards Inc. Life Coach Certification from Coach Training Alliance

Legal Disclaimer: WealthKeep LLC is a personalized Investor Coaching and Wealth Coaching practice. WealthKeep, WealthKeep Academy, and The WealthKeep Journal website (collectively known as “WealthKeep”), web pages and blog posts are for general information only, solely intended for the purpose of introducing our fee-based coaching, advisory and consulting services to a broad public audience [read more]