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This orientation session introduces financial goal setting and explains how we can help you achieve financial well-being with a personalized and holistic approach. You will learn how a financial wellness plan is built on a foundation of tried and true financial priorities and how these priorities can help to shape and inform your financial goals. […]
This financial goal-setting course is designed to help individuals take control of their financial future by providing the tools and knowledge needed to set clear, actionable financial goals. Participants will learn how to assess their current financial situation, prioritize their objectives, and create a strategic plan to achieve both short-term and long-term financial success. The […]
This budgeting course is designed to equip individuals with the essential skills and knowledge to manage their finances effectively. Through a series of engaging lessons, participants will learn how to create realistic budgets, track expenses, set financial goals, and prioritize savings. The course covers key topics such as understanding income and expenses, using budgeting tools, […]
This debt management course is designed to equip individuals with the knowledge and strategies necessary to effectively manage and reduce debt. Participants will learn how to assess their debt situation, understand different types of debt, and develop a personalized plan to pay off their liabilities. The course covers essential topics such as prioritizing debt, negotiating […]
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), […]