Financial Planning Classes

Participants will learn how to define identity theft, employ steps to avoid identity theft, develop awareness of specific identity theft crimes, and learn exactly what to do should they find themselves a victim of identity theft. Interactive exercises and thought-provoking questions will motivate participants to adopt and maintain habits to […]

How often do we set money goals that we never seem to accomplish? Show yourself some compassion. Many times, the problem isn’t you; it’s your goals! This lesson will help you create money goals that you will absolutely achieve. Learning Outcomes: Analyze the importance of setting and achieving financial goals […]

In today's world of soaring prices, financial savvy is your secret weapon. This course equips you with powerful strategies to not only stay ahead of inflation but to thrive. Unearth smart saving techniques, craft realistic goals, vanquish debt, boost your income, and fine-tune your investment portfolio for maximum impact. Don't […]

This course offers an in-depth exploration of wills and specialized trust types, equipping you with the knowledge to optimize your estate management strategies. Build upon your understanding of wills and trusts to secure a prosperous legacy. Learning Outcomes: Explain the reasons for setting up wills and trusts. Explain the essential […]

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, […]