Getting in Focus
This 4- week course is designed for those who don’t have a plan around their money and want to get their financial life organized and in focus.
At the end of this course, the student will have:
- A monthly spending plan
- A Plan for paying off debt
- Options for when expenses exceed income
- A framework for starting savings
A time for Q&A will be provided in each session. The only homework will be gathering information needed to complete the worksheets. Each session is approximately 1 hour. Cost is $99 for all sessions. All worksheets will be provided for students to print prior to class in this hands-on course.
Ready, Set, Retire
This 6-week course is designed for those who have started saving for retirement and have thought of retirement plans. But they are unsure if they have covered everything and/or they may want to be more biblically responsible in how they invest. At the end of this course, the student will know their options for:
- Biblically responsible investing
- Managing taxes in retirement
- Covering Long-Term Care
- Determining savings goals
- Planning for future inflation
- Insuring your retirement income
- Avoiding probate for your heirs
At the end of this course the students will know what they need to complete their retirement plan and cover all their needs. Cost is $299 for all sessions. All worksheets will be provided for students to print prior to class in this hands-on course.
The only homework will be gathering information needed to complete the worksheets.
