Financial Planning Classes

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.

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.

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 thank you!

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.

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.

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 your tax burden.

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.

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.

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.

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.

Retirement isn’t just about saving—it’s about making your money last. This course breaks down the decumulation process, helping you turn your retirement savings into a sustainable income stream. You’ll learn how to balance withdrawals, minimize taxes, and manage risks like inflation and market downturns, all while aligning your strategy with your personal goals. Whether you want to fund healthcare costs, leave a legacy, or simply enjoy your retirement worry-free, this class will equip you with the tools to make it happen.