What Are Assets: How to Acquire, Increase, Protect and Leave Them as Your Legacy Parts I and II
Course | Registration opens 2/1/2027 8:00 AM EDT
Do you really understand what you own, how your assets work, and whether they’re helping you build the future you want? This two-part course, held on two separate days, will explore how to acquire and grow assets such as stocks, bonds, IRAs, Roth accounts, and real estate in Part I, followed by ways to protect what you’ve built and pass it on as your legacy in Part II. Whether you manage your own finances or work with an advisor, you’ll gain greater clarity, confidence and understanding of how to make your assets work for you and future generations.
Constance Craig-Mason
Dr. Constance Craig-Mason, MRFC®, NSSA®, CEO of Concierge Financial Advisory, is an award-winning Financial Planner, Social Security Advisor, and Investment Advisor. Recognized as an AAAA 50 Under 50 leader and 3x MDRT member, her literacy work is featured in Forbes, Yahoo Finance, Black Enterprise, and more for her commitment to financial empowerment and client success. Her motto is, “Live the life they want without worrying about money”.