FINANCIAL FOUNDATIONS COURSE

For many individuals, families, and business owners, understanding their finances can seem overwhelming.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and help you to create a life that you love. Whether you are new to understanding your financial future or consider yourself financially literate, we encourage everyone to take part in this free 8-week Financial Foundations Course.

We are now offering East and West Coast class options for 2024!

Through the proper optimization & understanding of your current financial condition, you can be more secure in your financial future.

Whether you are younger and just getting started, at mid-career, near retirement, or in retirement, this workshop is for you! It makes little sense to accumulate a million dollars at retirement only to discover you lost a million along the way. Your financial future depends on how well you understand how money works and how to optimize your assets.

The Financial Foundations Course is presented by our most highly experienced Financial Advisor Coaches. We have learned the importance of providing financial education to help people work toward a more secure financial future. Attendees will learn 8 Financial Foundation lessons. 16 hours of training delivered in a group virtual setting.

Topics Discussed:
• Your Personal Economic Model
• Lifetime Financial Planning Process
• The Truths About Investing
• Understanding Tax Planning Strategies
• Social Security Optimization
• Life & Health Insurance Benefits
• Estate Planning Basics
• Understanding Your 401K & More!

Please keep in mind that you must commit to the entire 8-week program.

 

Financial Foundations Course - Q2 2025 East Coast 

TIME : 4:30 PM – 6:30 PM MT | 3:30 PM - 5:30 PM PT | 6:30 PM – 8:30 PM ET

Session 1: Tuesday, April 22

Session 2: Tuesday, April 29

Session 3: Tuesday, May 6

Session 4: Tuesday, May 13

Session 5: Tuesday, May 20

Session 6: Tuesday, June 3

Session 7: Tuesday, June 10

Session 8: Tuesday, June 17

 

Financial Foundations Course - Q2 2025 West Coast 

TIME : 7:30 PM – 9:30 PM MT | 6:30 PM – 8:30 PM PT | 9:30 PM - 11:30 PM ET


Session 1: Thursday, April 24

Session 2: Thursday, May 1

Session 3: Thursday, May 8

Session 4: Thursday, May 15

Session 5: Thursday, May 22

Session 6: Thursday, May 29

Session 7: Thursday, May 5

Session 8: Thursday, June 12