SAVING FOR RETIREMENT MADE EASY
When can I retire? How much money do I need to retire? What about social security?
Get answers to these questions and many more. Learn about the time value of money
and compounding, and the best ways to save tax-free or tax deferred. Build a spreadsheet
for a simple retirement projection.
Gain confidence in your decision-making about retirement planning.
MAKE YOUR KIDS MONEY SMART
You’ve taught your children so many things: use two hands when you catch a baseball;
brush your teeth before you go to bed. But, most parents don’t address the basic rules
and tips about money. Learn how to discuss money basics with your kids and grandkids,
including the many ways to save for college.
Learn how to teach your kids to be smart with their money and how to have fun managing
GETTING STARTED IN THE WORLD OF FINANCIAL PLANNING
Where do I begin? How much money do I need to begin? Which “bucket” is most important?
Learn about all the pieces of a comprehensive financial plan. Using buckets and golf
balls to demonstrate the budgeting process, learn the sequence of where and when to
put your money. Don’t run out of golf balls before buckets by learning how to prioritize.
Understand the budgeting process, the importance of limiting debt and how to invest.
You will also increase your financial vocabulary.