Coretegic-Logo-dark
  • About
    • About Anthony
    • Frequently Asked Questions
    • Contact
  • Why CoreTegic Capital
    • Why Choose a CERTIFIED FINANCIAL PLANNER™
  • Work With Me
    • Comprehensive Financial Planning
    • Retirement Income Planning
    • Military
    • Wealth Creation Today® Workshop
  • Blog
  • Start Here
Facebook
Twitter
Client Portal

Wealth Creation Today®

Create your wealth and secure a better future for tomorrow

View Class Schedules
Class Curriculum
Class Schedule
About the Instructors

Real World Financial Education

Our direction in life should not be determined by financial circumstances. Instead, we should learn how to plan our finances in order to support the direction we decide to pursue in our lives. Join us for a two-day financial planning course designed to help 35 – 50 year old professionals make informed decisions for creating and maximizing your wealth. You will learn from our CERTIFIED FINANCIAL PLANNER™ professional on topics from building a nest egg to converting your IRA to a Roth IRA.

You’ll receive the tools and confidence you need to create the wealth and retirement you’ve always dreamed of.

Class tuition is $49. The course comes complete with a 200-page textbook with examples and illustrations, which is yours to keep.

Course Overview

Session One

Section 1: Life and Wealth Planning

  • Financing your life goals
  • Establishing S.M.A.R.T. financial Goals
  • Personal financial statements
  • Managing an annual budget
  • Income vs. wealth accumulation
  • Dual-income family considerations
  • Planning an early retirement

Section 2: Barriers to Wealth Accumulation

  • The wealth accumulation formula
  • 14 wealth planning mistakes
  • Debt reduction strategies
  • Inflation trends & purchasing power of money
  • Leveraging the time value of money
  • Overcoming investment fears (opportunity cost)
  • Ordinary income vs long-term capital gains
  • 12 strategies to save money on taxes

Section 3: Tax Advantaged Investment Vehicles

  • Maximizing the value of your paycheck
  • 401(k) and other benefit plans
  • Rollover defined-considerations
  • Traditional vs ROTH IRAs
  • IRA to Roth IRA conversions
  • SIMPLE & SEP IRAs
  • Health savings vs flex spending accounts
  • Tax-advantaged annuities
  • Employee stock options
  • Choosing beneficiaries

Session Two

Section 4: Managing Family Finances

  • Discussing money inside the home
  • Raising financially aware children
  • Navigating child tax credit phase-outs
  • Guardian IRAs
  • College funding investment vehicles
  • Protecting your parents from scams
  • Social Security & Medicare
  • Long-term care for parent
  • Estate planning
  • Wills, trusts & inheritance
  • The probate process
  • Stretch IRAs

Section 5: Investment Strategies

  • Considerations before you invest
  • Cash accounts
  • Stocks & Equities
  • Bonds
  • Mutual funds
  • Index funds
  • Exchange-traded funds
  • Alternative investments
  • Active vs Passive investing
  • Robo advisors & model portfolios
  • Professional investment management

Section 6: Risk Management Strategies

  • Common investment risks
  • Investment risk management
  • Asset Allocation
  • Modern portfolio theory
  • Protecting against fraud & financial scams
  • Protecting yourself from cash windfalls
  • Property & Casualty insurance
  • Disability income insurance
  • Medical & health insurance
  • Comparing life insurance

Winter 2021
Classes Enrolling Now!

Contact Us for 2021 Enrollment
by calling
515-259-0813 or email us today!

Prepare yourself to create and maximize your wealth. Reserve a seat for a class. Class tuition is $49 and includes a 200-page textbook to take home.

Meet our CFP® Board Certified

Instructor Guiding You Through The

Wealth Creation Process

About Your Instructor

Anthony T. Reynolds, CFP®, ChFC®Anthony Reynolds, Certified Financial Planner, Cedar Rapids, Iowa, Financial Advisor, Cedar Rapids, Iowa, Millennials, Generation X, Generation Y

Hello, my name is Anthony. Most people call me by my first name, except when I’m in uniform. Then it’s Captain Reynolds or just “Reynolds”.

That’s because when I’m not helping clients plan for their financial future as a CERTIFIED FINANCIAL PLANNER™, I am an officer in the Iowa Army National Guard.

At my core, I love helping people and I love planning. I coach individuals and families on how to devise a plan for their financial future and I feel pride in shaping the careers of young soldiers as a company commander (the most humbling experience you’ll ever have). If I’m not doing one of those things, you’ll find me geeking out by showing people how their new tech gadget can help improve their lives. I’m proud to say I’m a CFP®, a veteran and a lover of technology.

Location

6165 Northwest 86th Street
Johnston, IA 50131
‪515.259.0813‬
Email
Facebook
Twitter
LinkedIn

Contact

Anthony T. Reynolds, CFP©, ChFC©
anthony@coretegiccapital.com
CoreTegic Capital, LLC (“CC”) is a registered investment adviser offering advisory services in the State of Iowa and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of CC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Privacy Policy. | Contact Us.

Get Invited

  • Privacy Policy: We hate SPAM and promise to keep your email address safe.