Financial-LifeSkills (TM)

To register for a class, purchase the entire Financials-LifeSkills(TM) program or "Give the Gift that Keeps on Giving" click on the module below to select the specific class to attend.   

Financial Life-Skills(TM) Program​ - Gift Certificates
"The Gift That Keeps on Giving" - Do you or someone special in your life feel like they can not get ahead, or feel like they are making risky financial decisions.  Give  the gift of confidence and knowledge to empower them/you to take control and become a leader in your financial life.​

Discover Your Financial Self
​Do you consider yourself a wealthy person?  Explore the characteristics of a wealthy person and discover your personal financial personality.  Leave with actions to reach for your dreams. 

Nuts & Bolts of Money
​How do you make your dreams come true?  Learn how to define your financial goals and organize your income and expenses.  Bring your checkbook, and leave with a plan. Employing a few techniques now could make your dreams possible.

Build Your Personal Financial Statement
​Do you know your Net Worth?  Acquire the skills to create your Personal Financial Statement.  Learn to stress test the financial statement so that you leave with knowledge of where to focus. 

Maintain Your Financial Health
Do you hoard and never shred a financial document, or do you struggle to put your hands on financial documents when needed?  Are you confused every year at tax time?  Attend this session to learn which critical documents to retain and for how long, as well as key tax information. 

Using Debt for Good Not Evil
How can Debt enhance your financial life rather than drain your money?  Learn what is good vs bad debt, how to use credit wisely, and creating a plan to manage debt you incur.  Bring your credit card statements, and loan documents to construct a debt management plan.

Investing for Your Future
Are you confused or frightened by investing in the stock market?  Explore the various investment vehicles and learn to evaluate if they are appropriate for your portfolio.  Bring your computer and learn how to monitor a portfolio of investments without using real money. 

Plan for the Rest of Your Life
Do you know your "Magic Number" for retirement?  Are you confused as to how you can reach you’re your retirement goal?  Explore the methods and tools used for retirement savings.  Bring your retirement statements, and monthly cash flow data, and leave with a plan.

Protecting Your Family
Do you like to take big risks or do you have plenty of money to deal with life’s curve balls?  Attend and learn how to protect yourself and your family with insurance.  Explore types of insurance and applicable situations, as well as terminology so you can understand insurance contracts.

Make a Major Purchase: Home, Auto, Major Appliance
Have you made a major purchase and wished you had known about other options?  Do you currently carry debt for a major purchase and wished you did not?  Attend and explore how to research and evaluate products as well as determine the best method to fund the purchase.  Leave with a plan on how to make your major purchase.