Tue, Apr 13|
Financial Wellness (6 Week Course)
“A program that provides a holistic approach that offers education and benefits for employees to improve their relationship with money while having the ability to meet current and ongoing obligations, feel secure in their financial future, and the ability to make choices to allow them to live the l
Time & Location
Apr 13, 2021, 8:00 PM EDT – May 18, 2021, 9:00 PM EDT
About the Event
Tuesday, April 13, 2021 • 8PM EST
Financial Psychology & Mindset - Maintaining the proper mindset is vitally important especially in times of economic challenges. In this session, we explore how our money mindset developed & to how make adjustments in today’s environment.
Tuesday, April 20, 2021 • 8PM EST
Budgeting - A proper budget give you goals and priorities for your money. Emphasis will be place on proper tracking methods of personal expenses and establishing saving goals.
Tuesday, April 27, 2021 • 8PM EST
Personal Credit Profile – Understanding the components of personal credit profile is vital. In this session, we review personal credit repair and building strategies.
Tuesday, May 4, 2021 • 8PM EST
Loan & Debt Elimination - We will explore good vs bad debt as well as two most common methods to eliminate debt.
Tuesday, May 11, 2021 • 8PM EST
Insurance & Estate Planning - Insurance and risk management is a key component to personal financial success. Having basic estate planning such as Will and Power of Attorney will also be addressed.
Tuesday, May 18, 2021 • 8PM EST
Retirement Planning – Failing to plan for retirement can have tremendous impact on our quality of life in retirement. Various retirement options will be explained for greater overall understanding.
Financial Psychology & Mindset