fbpx Ask An Expert

Want to read more? Sign Up For Our 7-Day Free Trial

Close this search box.

Activity: Personal Finance Experience & Influencers

Overhead Shot Looking Down On Woman Working As Social Media Influencer At Home Lying On Sofa

This activity asks you to create a timeline of major financial events that have occurred during your lifetime so far, and reflect on the individuals who may have influenced your decision-making process at the time of each important event.

Want To Read More? Sign Up For Our 7 Day Free Trial.

Please login below. If you don't have an account, feel free to sign up and get access to the entire WealthCAP HUB®.



Upgrade your account

To access the download article feature, please upgrade your account to Corporate+ or above.