Financial Management
Participants will learn how to make better spending decisions, manage their finances and stay on track with all their financial goals including reducing debt, planning for life changes, and protecting their assets.
A Tailored Approach To Your Needs
50+ Financial
Courses
Investing Basics to
Portfolio Management
Investing is essential for a solid financial future. Class participants gain the confidence required to manage their investment portfolio.
Planning For a
Secure Retirement
It's important to have a good plan in place so when the time comes, the employee can benefit from their years of hard work and enjoy a happy retirement. Course offerings are created for the various stages in career and specific to employer sponsored plans.
Tax
Planning
These courses prepare class participants for tax season by helping them understand the Federal tax laws that affect them as well as strategies to reduce their liability. We have courses for both U.S. citizens and employees with work visas.
Family Home to Investment
Property
One of the biggest investment decisions is purchasing a home. Participants gain the knowledge and tools needed to navigate buying or selling a primary residence as well as considerations before opting to purchase an investment property.
Maximizing the Value
of Your Benefits
Employees will be able to make the most out of the benefits available to them, from Health Savings Accounts to understanding their options for health plans.
These broad subject areas are at the core of a solid financial foundation. Identifying goals and formulating a plan to achieve them, getting out of debt and understanding how your credit score is determined, learning the different financial professional designations and how to choose one for your needs, understanding insurance needs and how to protect your assets and income are just some of the topics that will be discussed in these classes.
Don’t let the lack of knowledge be a roadblock to investing. Classes in this category help participants learn how to make their money work for them. Start at the beginning and learn the basics about stocks, bonds and mutual funds then expand to alternative investments, technical analysis, rebalancing and more. The earlier you start the better but it’s never too late.
Participants will evaluate their current situation, estimate their retirement needs and create an investment strategy for meeting those needs. Customizable courses will teach participants about the different types of employee sponsored programs available to them and the advantages of each. Learn how and when to sign-up for Social Security and Medicare, and gain a better understanding of long-term care and aging topics.
Participants will be better able to understand key provisions of the current tax law through relevant, real-life illustrations, and workbook exercises. Participants will evaluate their current situation, estimate their retirement needs and create an investment strategy for meeting those needs. Customizable courses will teach participants about the different types of employee sponsored programs available to them and the advantages of each. Learn how and when to sign-up for Social Security and Medicare, and gain a better understanding of long-term care and aging topics.
Real estate decisions can be overwhelming whether for a primary residence or potential source of income. We offer a variety of courses to help participants decide if owning or renting makes more sense, calculate how much home they can afford, compare the common ways to hold title, understand the different types of real estate investing and strategies and much more.
These customizable courses help employees more fully understand and utilize the wide variety of employer provided benefits. Compare the different types of healthcare plans, understand the difference between Health Savings Accounts and Flexible Spending Accounts and advantages of each; 401(k) and Employee Stock Purchase Plan highlights are just a few of the topics that are covered
Experience You Can Trust
Accredited Education
We are the largest accredited financial education firm in the U.S.
Trusted
For 30 Years
Over 30 years experience in financial education.
Knowledgeable Instructors
All of our instructors have over 20 years of experience and have a CFP designation or equivalent.
All
Businesses
Educating start-ups and the Fortune 10 alike.