Personal finance education courses

Personal Finance Education Courses with Real World Application

Choose the courses that apply to your life stage and immediate practical needs.

Getting into debt that you can’t manage can quickly overwhelm any plans to achieve financial security regardless of your income level. Our Getting Out of Debt Course will teach you how to use the very practical and easy to understand “debt-snow-ball” method to finally get out of debt and use the money you save on interest payments to build your nest egg for the future.

coming soon

Coming soonSaving to Become a Millionaire

Once you have completed the first task of managing your money by getting out of debt, you’ll be ready for the next step toward reaching your financial goals. Our Saving to Become a Millionaire course will teach you how to be an aggressive saver by looking hard at your current spending habits to find areas where you can cut back and save more money toward a secure retirement and financial future.

Coming soonReal Life 101

The Real Life 101 course teaches the practical fundamentals of managing your money including how to open and use a checking account, how and when to pay your bills, what paperwork to save and how to organize it. If you are taking your first steps to controlling your money and financial destiny, Real Life 101 is where to start.

Coming soonStarting Life Money Education

Launching yourself into the working world is a critical juncture in life. For most it is the first time having a steady income and the responsibility of deciding how to manage it. Starting Life Money Education addresses key topics like buying or leasing a car; rent an apartment or stay home and save money; change jobs or stay put. Smart decisions in early adulthood can shape your future for decades to come.

Coming soonThe More of Less

As you become older, more established and financially secure it’s time to take stock of your current holdings to assess the value they bring to your life. The More of Less course will help guide you to decisions that can reduce your overall cost of living and redirect the cash and savings to enhance the lifestyle you’ve worked so hard to achieve.

Coming soonSuccessful Downsizing

As you mature in life and have raised you family, you may have a large home with high expenses. The Successful Downsizing course walks you through downsizing into a smaller home for your future needs and the financial impact this can have for you. Being able to see how big the financial swing for enhancing your monthly income is can help you make sound decisions in this life stage. Downsizing usually means a good positive thing for you, your lifestyle and your income.

Coming soonThe Greatest Generation Money Principles

Certain money rules are timeless. Our senior generation, or “Greatest Generation” understood that and lived by those principles. They are still true today yet too many people have forgotten these rules. The Greatest Generation Money Principles teaches you how to stay out of debt, keep your expenses lower than your income, invest to achieve future income and save wherever you can.

Coming soonBuilding the Foundation for a Great Retirement

Retirement may seem far off but the earlier you plan for it the more time you have to achieve the retirement lifestyle you want. Our Building the Foundation for a Great Retirement course teaches you about how best to grow retirement funds. You’ll learn how to save using a 401k plan, whether to choose a traditional or Roth IRA and other ways to save for your retirement.

Coming soonThe Worry-Free Retirement Program

If you are looking to have a retirement program without worry our Worry-Free Retirement Program is designed just for you. This course will show you how to avoid the biggest mistakes people make in retirement, how to set up your savings and retirement plans properly with little to no tinkering over time, to help you have a more secure retirement.

Coming soonHow to Retire Early

For many people, retiring early is a life goal. If you are approaching retirement decision time, our How to Retire Early course will help to identify the areas you need to understand. You’ll get guidance on how big your nest egg should be, budgeting for your lifestyle, if your health and life insurance is appropriate, how to pay off debts and if your cash-on-hand will cover emergencies.

Coming soonHandling High Income

For those blessed with above average income, we know it comes with its own set of rules to live by. So many people we see, no matter how much money they make, still tend to not save enough and are not growing their wealth. They spend almost everything that they make and are held hostage by their extravagant lifestyle. Handling High Income teaches you to keep more of the money you make and the strategies to build your wealth. Learn to make more of your income stick to you. It's not what you make but it what you keep. High Income professional have the ability to retire early if they play the game right and are diligent about continuously saving.


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