MONEY CONCEPTS™Designed for those who want to learn the essentials of money management.Money Concepts™ offers participants a better understanding of the fundamentals of financial planning. It includes training in budgeting, debt management and retirement planning.
MONEY BASICS® Designed for individuals who want to learn all aspects of money management, from the basics to more advanced planning topics.Money Basics® covers a wide range of topics, from basic topics to insurance evaluation, investments and estate planning. Upon completion, participants have the tools and knowledge to develop their own financial plan.
RETIRING EASY® Designed for individuals who are within five to 15 years of retirement.This workshop is different from most retirement programs in that it helps participants prepare for the transition into retirement while they still have time to make changes that will impact their retirement years. Participants learn to determine if they are on course to retire when they plan to and in the style that they wish - and if not, the program helps them evaluate their options.
THE MAGIC of 401(k)® and THE MAGIC of 403(b)® Designed to provide participants with the tools and knowledge to maximize the benefit of their 401(k)/403(b) plan.Participants learn how to determine the amount they should contribute to their plan, weigh their investment options based on personal risk tolerance and maintain proper asset allocation based on these factors.
