This course on saving money is designed to help individuals build strong financial habits by teaching effective strategies for saving, regardless of income level. Participants will learn how to set realistic savings goals, create a budget that prioritizes savings, and explore various methods for automating and growing their savings. The course covers key topics such […]
This introductory course to investing is designed for individuals who are new to the world of investing and want to build a solid foundation of knowledge. Participants will learn the basic principles of investing, including how the stock market works, the different types of investments (such as stocks, bonds, and mutual funds), and the importance […]
This financial planning course provides a comprehensive overview of how to create and manage a financial plan that aligns with both short-term needs and long-term goals. Participants will learn how to assess their current financial situation, set clear objectives, and develop a structured roadmap to achieve financial security. The course covers essential topics such as […]
This course on 529 plans and education planning is designed to help families understand the best ways to save and plan for the rising costs of education. Participants will learn about the various types of 529 plans, their benefits, tax advantages, and how they can be used to save for both K-12 and higher education […]
This course on the basics of estate planning is designed to provide individuals with a clear understanding of how to protect their assets and ensure their wishes are carried out after they pass. Participants will learn about key estate planning tools, such as wills, trusts, powers of attorney, and healthcare directives, and how each can […]
This course on tax planning and filing taxes is designed to help individuals navigate the complexities of the tax system and make informed decisions to minimize their tax liability. Participants will learn the fundamentals of tax planning, including strategies for deductions, credits, and tax-deferred growth, as well as how to structure their finances in a […]
This retirement planning course is designed to help individuals take a proactive approach to securing their financial future in retirement. Participants will learn how to assess their current financial situation, set realistic retirement goals, and create a strategy for achieving them. The course covers key topics such as understanding retirement accounts (like 401(k)s and IRAs), […]
This course on asset allocation is designed to help individuals understand how to diversify their investment portfolios in a way that aligns with their financial goals and risk tolerance. Participants will learn the fundamentals of asset allocation, including the importance of balancing different asset classes such as stocks, bonds, and cash to optimize returns while […]
This course on charitable giving strategies is designed to help individuals make a meaningful impact through their philanthropy while maximizing the financial benefits of their charitable contributions. Participants will learn about various giving options, such as direct donations, donor-advised funds, charitable trusts, and planned giving, and how each strategy can align with their financial goals […]