Everything You Never
Learned In School
Everything You Never
Learned In School
Everything You Never
Learned In School
Basics Of Personal Finance Course
Our Basics Of Personal Finance Course is designed to teach young professionals everything they need to know to manage their financial lives responsibly.
The course is conducted in two 2-hour sessions and can be given on a one-on-one basis or in small groups. In-person and remote sessions are available.
What's Included
Two 2-hour sessions
Copy Of All Course Materials
Budgeting Template
Online Resources To Learn More
Follow-up Phone Call To Answer Additional Questions Post-Completion
Topics Covered
budgeting & saving
- How To Put A Budget Into Practice
- Creating An Emergency Fund
- Milestones In Wealth Accumulation
- The Power Of Compound Interest
- Tracking Your Net Worth Over Time
principles of investing
- Principles Of Sound Investing
- Understanding Of Asset Classes
- Implementing Your Investment Strategy
- Should You Use Robo-Advisors?
- Target Date Funds
Managing Credit And Loans
- What’s A Credit Score And Why It’s Important
- How Credit Scores Works
- Freezing Your Credit
- Paying Off Student Loans
- Paying Off Other Debts
Taxes and Employer Benefits
- How Taxes Work
- How To File & Pay Your Taxes
- Signing Up For Benefits Through Your Employer
- How To Minimize The Tax Bite
- Tax-Efficient Retirement Savings Vehicles
Insurance and Estate Planning
- Life Insurance
- Disability Insurance
- Home, Auto, & Liability insurance
- Health Insurance
- What Is Estate Planning?
- The Basic Documents Of Estate Planning
real estate
- Buying vs. Renting
- Tax Benefits of Home Ownership
- Hidden Costs
- How Much Home Can You Afford
- How Does A Mortgage Work
Price for an individual: $1200.
Small group pricing available on request.
