Services
Welcome
to Our Site
Welcome to our gallery of workshops crafted to empower the Community at large! Whether an individual, business or educational institutution, we've cultivated the following workshop events:
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Magnify Your 90 ™
Fine, Fabulous, Financially Free and Favored
Rare Heir, Inc.
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Business Development & Training
Business Development & Training
Business Training & Development
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Entrepreneurship
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Leveraging Time for Money
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Tax Planning & Return Preparation
Corporate Training & Workshops
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Financial Wellness Workshops - Women, Wealth & Wisdom - Diversity Training
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In-house Education Programs
Financial Services
Financial Services
Retirement Education Planning
Retirement & College Planning
Personal (Traditional / Roth IRA)
Business (401k/SEP/SIMPLE Plans)
Estate Planning (RARE Heir Legacy)
Wealth & Income Preservation
Living Will
Durable Power of Attorney
Medical Directive
Income Protection
Income Protection
Income Protection
(Life Insurance, Auto & LTC)
90 Minute Financial Challenge
D.I.M.E. Theory
Financial Gameplan
~ Education Initiatives ~
Podcasts, Blogs & Workshop Series
Our Curated Workshops & Seminars
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Service Name
Women’s Empowerment Workshop
(Fine, Fabulous, Financially Free and Favored™ )
Our Women’s Empowerment Workshop is geared toward female CEOs, racial minorities and other marginalized communities, and leaders in the community who are the financial decision-makers in their family.If you are interested in understanding the keys to building generational wealth, then this class is for you. During this workshop, you will learn:• The foundation for building your financial house• How to create a Legacy Plan for generational wealth• The importance of shifting your mindset by letting go of limiting beliefs and scarcity thinking.We want you to walk away from the workshop feeling more empowered with the knowledge and tools to move forward in your financial journey. You’ll be provided with a customized plan to help put you on the road to financial freedom.
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Service Name
Christian Financial Stewardship Workshop (Magnify Your 90 ™)
Are you a faith-based person who’s interested in helping your community? Do you understand the principles of stewardship but are unsure of how to put it into action? Then the Christian Financial Stewardship Workshop is for you.This workshop is geared toward helping solve the economic disparities in families. Takeaways include:• Learning fundamental financial concepts• Breaking negative financial patterns and habits• Protecting deficits and financial resources• Increasing financial resources of the ministry• Learning how to build and leave an inheritance
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Service Name
Estate, Legacy & Succession Planning
(RARE Heir Legacy)
Most preparation for most individual stop at securing the life insurance, however thats not the last of writing what we consider your last 'Love Letter" to your family and friends. Preparing and ensuring your Legacy transfers generationally is at times the last unfinished item on our many 'to do lists" We've partnered with extraordinary individuals that can tailor plan that is customized for you and by you. Learning how to buildand leave an inheritance is key. We ensure support before, during and after with offering of Grief/Transition Support Services