Materials – Financials for the Agent

Below are the documents needed for Financials for the Agent.  Click the links to download them.  Here you will find:

  1. Financials for the Agent Class Needs:  READ THIS FIRST
  2. Your Countdown for Success
  3. Flier:  Download the one for your instructor and edit the date, RSVP and location info.
  4.  Classroom Layout:  Set up the room in this manner for the class.
  5. Student Manual OR Printable Slides: All attendees will need a copy of the Student Manual.  If the Market Center chooses not to print the student manual than the Printable slides handout is a lesser alternative.
    Print out one for each student.  Black and white, double-sided is fine.
  6. PowerPoint:  Download on to a laptop to be used in the class.
  7. CHATT Class Roster – Send to immediately following the class. Indicate who your guests are.
  8. KWU Smartphone Evaluation
  9. If BEVERLY STEINER is your instructor:  After the class send the Basic Income Worksheet to all participants.