FINANCE 101

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Country
Enter the country where you live.
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Select whether this is a work, home, or cell number.
Select one of the above.
Enter the name of the company you work at.

Personal Challenges

What is your priority for your future?

Is your current savings enough to support:

Is your current savings enough to support your children's education?
Is your current savings enough to support your unforseen emergencies?
Is your current savings enough to support you with a comforable retirement?
Enter your current age.
Enter your ideal retirement age.
Do you have any outstanding debts (mortgage, student loans, credit cards) that may affect your long-term goals?

Do you already have a plan to provide for your family and to replace your income in case of:

Do you already have a plan to provide for your familiy and to replace your income in case of disability?
Do you already have a plan to provide for your family and to replace your income in case of long-term illness / long-term care?
Do you already have a plan to provide for your family and to replace your income in case of unexpected death?
Will your current situation allow you to reach your goals?

Take Action

Are there any individuals, organizations, or groups you know who would benefit from our financial literacy workshops?

If yes, please list:

Enter your first referral.
Enter your second referral.
Enter your third referral.
Select the workshop topics you would interested in.

Financial security is not a dream. It's a priority!

Best time to contact me:

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What is the best time to reach you?
Is there another time not listed? If so, when?
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