2023 Financial Education Journeys
Join our Financial Coaches for educational journeys each month that will help you sharpen your money skills and learn new tips. We’ll cover important topics that matter to you most, including managing debt, planning for emergencies, boosting your credit score, and so much more.
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Questions You Should Ask Your Financial Advisor
If you already have a financial advisor or you’re meeting one for the first time, it’s important to be prepared. Before you meet with a financial advisor, you want to make sure you’re hiring the best person for you and your situation. In this course, we highlight the best questions to ask your financial advisor.
Get Insured: Protect Your Income and Assets
Financial security is vital to every person and their finances. It’s important to have a plan in place to protect your income and personal assets. This course will take a deep dive into how insurance can maintain your financial security and enhance your overall financial wellbeing.
Crash Course: Credit and Managing Debt
According to financial experts, the percentage of Americans in debt is around 80%. This course will examine the impact credit has on finances and how people can manage their credit with good management practices.
Estate Planning Basics for Everyone
Estate planning is an important part of financial planning for 99% of Americans. Many people think estate planning is just for those who are super wealthy, but that just not true. Our Financial Coaches will help you understand why everyone needs a will and a plan in place just in case they expectedly pass away or become incapacitated.
How Am I Invested in My Retirement Account?
Most jobs in the U.S. come with a retirement account. But how exactly do these accounts work? Join this course to discover how exactly investments work in retirement accounts.
Debt Collection: Know Your Rights
Debt collection issues can be challenging and can cause significant financial stress. You don’t have to face them alone. In this course, understand how debt collection works and discover your rights.
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