BCD Connect – Financial Education for Couples Program (8 sessions / 2 series)

 

A program aimed at helping you and your partner make better financial decisions every day.  We also have a Women only program available.

The BCD FEC Program guides couples towards a more secure financial future and assists you to execute a tailored financial plan for both of you.  Topics over two series include:

Series One (8 sessions):

  • Introduction, goal setting and the scary truth
    – Money Mindset + Goal setting
    – The scary truth / Your reality in retirement
  • The harsh reality – your current financial position
    – Income and Expenses / Current net worth
    – Getting on top of your debt and understanding your borrowing capacity
  • Forward planning
    – Working out when and how you want to retire + Investment strategies to bridge the gap
    – Understanding and bridging the gap between your current reality vs desire of what retirement will look like for you
  • Starting your action plan
    – Creating your action plan – putting it all together
    – Starting your financial plan

Series Two (8 sessions):

  • Understanding property investment
  • Understanding shares and superannuation
  • Protecting your assets and wealth
  • Your financial plan

This program is delivered online, so financial education is at your fingertips.  Regional, rural and remote participants don’t have to miss out!

This is an exclusive opportunity to hear real experiences from experienced facilitators who are willing to share their insights, failures, and tips for success with you.

The group will have open and engaging discussions, and there will be time to identify key takeaways, action plans and accountability options for each participant.

Couples are placed into a group providing a powerful round table peer group sounding board.  We also have a women only program available.

You will be provided with:

  • 8 x 90 minute sessions each series, delivered online via Zoom video call
  • Sessions facilitated by highly experienced finance leaders
  • Real life experience and knowledge sharing
  • Worksheets to help you estimate your financial future
  • A confidential and safe environment to discuss your personal finances
  • Connections, collaboration and networking
  • Financial education and development
  • High level accountability
  • Action learning

Group Framework

  • Eight x 90 minute sessions each series online via Zoom video call
  • Links to your Zoom sessions will be emailed to you upon registration
  • Each group has a minimum of 6 and maximum of 10 participants
  • Join a mixed gender or female only group

Investment

  • EARLYBIRD REGISTRATION AND PAYMENT $3,450 + GST.  Earlybird pricing finishes COB Friday 13 December 2019
  • Full price $3,750 + GST

Like more information?

Email us at info@behindcloseddoors.com, or call us for a confidential chat (08) 8333 4303

 

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