Customized classes on a range of personal finance topics

Spending, Saving, and Budgeting

Develops and improves financial literacy and decision-making skills with a focus on budgeting, healthy spending and saving habits, and understanding financial institutions.

Saving for Retirement

Focuses on achieving a financially secure retirement, emphasizing different retirement plan structures, how much to save, healthy savings habits, where to invest, and how to minimize fees.

Financial Planning During Retirement

For anyone retired or planning to do so shortly, it focuses on investing, understanding risk, minimizing investment fees, Social Security, budgeting, annuities, long-term care insurance, and reverse mortgages.

Managing Your Debts

Focuses on the best strategies for repaying consumer debts and creating sustainable spending behaviors to build savings.

Evaluating and Compensating a Financial Advisor

Provides a roadmap to select, evaluate, and compensate a financial advisor.

Financial Literacy for College and Graduate Students

Develops financial literacy and decision-making skills for students with a focus on
spending, saving, budgeting, and student loans.

Past Workshops

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