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We offer a variety of classes to individuals, small groups and businesses. Our core offering, called Personal Finance 101, is a series of (6) 2-hour financial education classes covering the core personal finance topics of financial goal setting, budgeting, debt management, personal credit, investing and retirement. These interactive classes are designed to provide the basic level of knowledge needed to make sound financial decisions.
In addition to Personal Finance 101, we have developed an Introduction to Personal Finance class. This 3-hour class offers the highlights of the more comprehensive Personal Finace 101 class series. Designed for those with limited time, it is a great, high-level, financial education. Intro to Personal Finance is appropriate for groups of all sizes and is popular with businesses that want to offer their employees a little something extra.
Available to small groups and businesses, our custom classes are just that - customized to each group's particular need. Custom classes can cover one topic, a variety of topics or can just be a guided Q&A session, depending on what works best for the client.
One-on-one sessions are for individuals who are looking for a little more attention than the class environment offers. One-on-one sessions can either follow the Personal Finance 101 class curriculum or be custom developed for the client. This is a great option for those who have specific questions about a couple of different areas. |
