Unlock the Secrets to Financial Security

Ricky Dukes

The Legacy Financial Group

Ricky Dukes

Legacy Financial Group

"Finance 101"

Whether you're a student, a young professional, or simply looking to get a better handle on your finances, this presentation offers valuable tools and insights to help you build a strong financial foundation for the future.

Ricky kicks it off with "Assessing your money mindset", a crucial step to understand your personal approach to money and how it influences your financial decisions.

The heart of the presentation dives into "The 5 Core Competencies of Finance: Income, Budgeting, Saving, Borrowing, and Protecting."

Each competency is broken down into easy-to-understand concepts, ideal for beginners and those looking to refresh their knowledge.

Finally, "Creating Your Own Personal Financial Strategy" brings it all together. This segment is all about applying what you've learned to create a tailored financial plan that suits your lifestyle and goals.

Who is Ricky Dukes?

Ricky Dukes is a trusted partner in securing the financial future of families and pre-retirees in the greater Charlotte area.

With nearly 15 years of specialized experience in insurance and finance, he offers personalized solutions to address unique needs.

His commitment is to empower clients through strategic guidance, ensuring a path to financial security.

FREE From Ricky Dukes...

Finance 101 Presentation Workbook

Download this companion workbook for Ricky's "Finance 101" presentation so you can fill it out to deepen your understanding while you learn.

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Unlock The Secrets To Financial Security

Join us at FIN$EC as our world-class experts show you how to automate wealth, create positive money habits, invest for a richer life, retire in style, and eliminate your debt.

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Why This Is DIFFERENT

FIN$EC’s unique holistic approach connects the dots between various financial components, providing a comprehensive strategy for financial security.

We designed 5 “tracks” to this event, as represented by the acronym S.M.I.L.E.

TRACK 1:
Systems for success

Discover the easy way to build wealth through smart money habits backed up by automated savings and investing. You’ll learn simple strategies that will set you on the path to financial success.

TRACK 2:
Money mental wellness

Transform stress into confidence by redefining your relationship with money from "frenemies" to "allies” in your quest for a healthier, happier, abundant life.

TRACK 3:
Investing and trading

Learn how to accelerate your path to financial abundance with fundamental, time-tested strategies for long-term investing and short term trading in the markets. Grow your wealth wisely at any experience level while carefully managing risk.

TRACK 4:
Leave the workforce on your terms

Plan your ideal retirement at any age rather than letting someone else tell you when and how you can retire. Pursue your passion instead of punching a timeclock.

TRACK 5:
Eliminate bad debt

Explore effective methods to pay off your mortgage, bills, and credit cards within months or years instead of decades, while avoiding future debt. Experience a peace of mind like no other.

Join now to learn from world-class thought leaders like Ricky and create your own path to financial security!