Prosperity Playbook Modules
The Prosperity Playbook Series is a self paced financial e-learning course that includes different entry levels of supportive financial tools and resources. Whether you are just starting out on your financial journey, looking to create a solid financial foundation or in need of new wealth building habits, the Prosperity Playbook Series allows you to choose your own financial adventure.
Module one
FINANCIAL LINGO
One of the reasons investing is tricky is all of the acronyms and boring language. In this module, I'll break down the lingo to set you up for success.
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Everything you need to know to make sense of financial terms
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Investment lingo
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Insurance lingo
Purchase now for $28
Module two
MONEY HABITS
Managing our money is so much more than dollars and cents; it's our entrenched beliefs and relationship with money. In this module, you'll create clarity on what money blocks may be in your way and how to overcome them.
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Money mindset and beliefs
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Habits and wealth-building rituals
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Creating your future vision and goals
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What to look for in an advisor
Purchase now for $28
Module three
INVESTMENT FOUNDATIONS
Learning how to invest is a powerful tool to grow your money. In this module you'll learn all of the vehicles for building wealth and understand which is best for you based on your goals and risk tolerance.
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Tax Shelters, RRSP’s, LIRA etc.
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Stocks, Bonds and ETFs
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Mutual Funds
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Investments for Children
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Risk Assessment and Management
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Rate of Return
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Fees
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Rules to follow when investing on your own
Purchase now for $28
Module four
INSURANCE STRATEGY
Insurance goes hand and hand with your investment strategy. Learn how to protect your assets and your wealth with the right insurance.
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Protect your assets
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Life Insurance
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Critical Illness
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Disability
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Insurance for children
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Insurance upon death
Purchase now for $28
Module five
BUSINESS TOOLS
This module is for the entrepreneur and includes all of the "need to knows" for protecting yourself and leveraging your business for building your wealth.
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Why you need business insurance
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Business overhead insurance
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Key person insurance
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Partner buy-out insurance
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Investing in your operating co.
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Investing in your hold co.
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TFSA vs. Corporate Accounts
Purchase now for $28
Module six
MONEY MYTHS
You've heard "the rules," some are tried and true, and others are a little dated.
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Some old financial adages you may have been taught
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Which ones to keep and which ones to retire
Purchase now for $28
"I know my money is working for me"
“I’ve dabbled in investing and already knew the importance of business insurance, but Julie taught me how to make sure both sides were working in tandem to build my personal wealth. Working with her has shown me that I had a lot of internalized guilt and fear around money and now my mind is at ease because I know that my money is working for me at multiple levels.”
SAMANTHA BAKER, LAWYER 29
"I have achieved financial independence and freedom"
“After working with Julie for six months, I was able to grow my savings to a point where I was able to comfortably invest in increasing my wealth to take my small business to the next level. I’ve achieved financial independence and financial freedom working with Julie!”
BLAIRE TAYLOR, ENTREPRENEUR 35
© 2023 WEALTH WITH JULIE
The information contained in this publication represents the views and opinions solely of Julie Shipley-Strickland and The Prosperity Playbook and Wealth With Julie and does not represent the views or opinions of Wellington-Altus Private Wealth Inc. (WAPW). The information contained in this publication does not constitute professional advice of any kind whatsoever including, in particular, investment advice. The mere reference to WAPW does not constitute an endorsement by WAPW of the content of this website or material or further content referenced in this website. This publication has been made available for informational and educational purposes only. WAPW does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of this publication. WAPW does not warrant the performance, effectiveness or applicability of any sites listed or linked to in this publication. This publication is not intended to be a substitute for, nor does it purport to provide, professional advice of any kind whatsoever including, without limiting the generality of the foregoing, legal, tax or investment advice. Always seek professional advice as it relates to any matter referenced in this publication or further material or content referenced in this website. WAPW hereby disclaims any and all liability to any party for any direct, indirect, implied, punitive, special, incidental or other consequential damages arising directly or indirectly from any use of this publication, which is provided as is and where is, without warranties, by Julie Shipley-Strickland.
