Classes

Our classes cover the things that matter most when it comes to employee finances:

Money Management -- day-to-day money and spending control.

Debt and Credit -- Eliminating undesirable debts, managing and monitoring creditworthiness.

Retirement -- Estimating how much to save, taking full advantage of employer-provided plans, and making the money last when retirement arrives.

Protection -- Preventing losses due to identity theft and scams, protecting against financial hardship with appropriate types and amounts of insurance.

Investing -- Balancing risk and return, making appropriate choices among employer-provided investment options, and matching financial products to investment goals.

Focused topics -- Making important decisions about housing, college, insurance, and major purchases.