Financial Planning Classes

Are you curious about the FIRE (Financial Independence, Retire Early) movement? Dive into the world of early retirement and financial freedom in this short, eye-opening course. Discover the principles behind FIRE, learn how to calculate your FIRE number, and explore the diverse paths to financial independence. More importantly, you'll gain […]

Unlock the full potential of tax reduction strategies in this course. Dive deep into the array of benefits, including credits and deductions, available for optimizing your tax planning. Explore how tax considerations impact retirement, employee benefits, investments, family planning, and charitable giving, and emerge with the expertise to minimize your […]

In this experience, you'll explore the purpose and benefits of creating a personal budget. We'll walk you through various budgeting methods, helping you evaluate and choose the one that best aligns with your individual needs and financial goals. Learning Outcomes: Analyze the purpose and benefits of creating a personal budget […]

This course offers a comprehensive exploration of retirement planning tailored to individuals of all ages. Whether you're just starting your career, mid-career, or approaching retirement, you'll gain insights and strategies to secure your financial future. Learning Outcomes: Estimate the money needed to be saved each year until retirement. Assess the […]

Secure your retirement from the outset of your career. This class equips early-career professionals with essential retirement planning strategies, empowering you to build financial stability and peace of mind for your retirement years. Learn how to set achievable retirement goals, manage debt, and make smart investment decisions. Future you will […]

Empower yourself with a systematic approach to evaluate and compare financial professionals effectively. Armed with this knowledge and discernment, you'll confidently make informed decisions when choosing a financial professional who can guide you towards your financial goals and aspirations. Learning Outcomes: Identify different types of financial professionals, including financial advisors, […]

Net worth is a powerful financial metric that offers valuable insights into your overall financial health. Join this course to gain a comprehensive understanding of your net worth, enabling you to make informed and strategic financial decisions. Learning Outcomes: Define net worth and explain why it is important for individuals […]

Ever wondered how your tax refund is calculated? Find out in this enlightening course. Decode the complexities of federal income taxes with real-life examples and hands-on workbook exercises. Gain clarity on how taxes function and unravel the intricacies of the current tax law. You'll also discover fundamental strategies for reducing […]

Conquer the art of transitioning into a fulfilling retirement. This class is tailored for those nearing retirement age, providing essential strategies and insights to ensure a secure and satisfying post-work life. Learning Outcomes: Plan out the goals desired for retirement. Utilize retirement calculators to keep you on track. Assess important […]

Navigate the intricate world of estate planning with ease. Explore a simplified three-step process to establish your estate plan, demystify specialized jargon used by financial and legal professionals, and discover the fundamental estate planning documents. Gain clarity on the probate process and estate taxation, laying the foundation for a secure […]