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Financial Education

Video below

How to Win the Money Game

(Most People Are Playing It Backwards)

About

THE PROBLEM (Money Myths)

Let’s Start by Dispelling Some Dangerous Myths About Money

Most people work hard, save diligently, and still feel like they’re falling behind.
 

Why?

Because the biggest threats to wealth aren’t obvious — they’re invisible leaks.
 

Common misconceptions include:

  • “If I make more, I’ll automatically be wealthy.”

  • “Saving is the same as building wealth.”

  • “Debt is bad — cash is king.”

  • “Taxes are unavoidable.”

 

 These beliefs quietly cost families six to seven figures over a lifetime.

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Plug the Holes in Your Money Bucket

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Meet the Speakers

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Bryan Daly

CFP®, RICP®
CERTIFIED FINANCIAL PLANNER™ 
Retirement Income Certified Professional

Anne Berna

Marketing Analyst at Finclvr

Speakers
Topics

What You Will Learn

How to identify which tools and services will upgrade your business.

Tips and tricks to manage your finances more efficiently.

How to overcome hesitancy related to fraud, privacy and security.

Stay Ahead in a Rapidly Changing World

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Contact Us

Visit my website

Terry Francine Street
San Francisco, CA 94158

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