Financial Planning Classes

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 tax burden.

Are you looking to secure your financial future? This course helps you grasp the ins and outs of Social Security. While this program is often associated with retirement, understanding it is crucial at every stage of life. This class will guide you through Social Security’s complexities, helping you make informed decisions that can positively impact your financial well-being, now and in the future. Whether you’re just starting your career, approaching retirement, or anywhere in between, this course empowers you to maximize your benefits and build a solid financial foundation.

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.

Get the knowledge you need to confidently navigate the world of Medicare. This class covers all the essentials, from the different parts of Medicare to supplemental policies, choosing a health plan, and enrolling in Medicare. Take control of your healthcare and make informed decisions about your coverage with this insightful class.

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.

Retirement is a significant life transition that holds different meanings and expectations across cultures and societies.  This class aims to help you navigate this important phase of your life.

Ready to break free from the chains of debt and elevate your credit score? This empowering class equips you with the strategies and tactics to eliminate debt while building a stronger credit profile. Say goodbye to financial stress and hello to a brighter financial future.

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 legacy.

Developed for women by women, this course provides the tools and knowledge you desire to excel financially, recognizing and celebrating the unique aspects of women’s financial journeys.

In the world of investments, understanding your time horizon is crucial. Your time horizon refers to the length of time you have available to achieve your investment goals. It plays a significant role in shaping your investment decisions, risk tolerance, and potential returns.

We recognize that financial stress can evoke a range of emotions, including frustration, shame, and even a sense of failure. It’s important to remember that these feelings are normal. By participating in this lesson, you are taking a proactive step towards understanding and managing your financial stress, and you are not alone on this journey.

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.

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.

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.

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.

Want to ensure your loved ones are cared for no matter what life brings? Join us for an enlightening journey into estate planning that goes beyond paperwork and documents. Discover the art of making strategic decisions when selecting executors, beneficiaries, and guardians.

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.