Course Catalog
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Asset Allocation & Modern Portfolio Theory
- Planning your investments against interest rate, inflation, and market risks
- Planning that you don’t outlive your money
- Utilizing Asset Allocation to plan to meet your short-, mid- and long-term goals
- Putting the Financial pieces in place
understanding life insurance and you
- What is Life Insurance?
- How Much Life Insurance Do You Need?
- Basic Types of Life Insurance
- Things You Should Know
college
planning
- Planning of time before college begins
- Where will the money come from to pay for college?
- The difference between Financial Aid, Grants and Loans
- College Saving Plans Benefits and Limitations
estate
planning
- Distribution of Estate, Wills and Trusts
- Specific Estate Planning Strategies
- The Purpose of Estate Planning
- What is Probate and why should you avoid it
exploring your options for a quality retirement
- Looking at Financial Personalities
- The High Cost of Debt and Dealing with it
- Things to consider when planning for Retirement
- Why creating income streams is so important
getting
fiscally fit
- Overcoming and Understanding our Financial Challenges
- Why creating an Emergency Fund is so Important?
- Understanding the High Cost of Credit
- Gaining Control Through Budgeting
first time
home buyers
- Understanding the process for buying a new Home
- First Time Home Buyers Money Saving Secrets
- What to avoid when buying a Home
- Understanding different Mortgage Types
Financial Blunders That Self Defeat US
- The Financial Mistakes commonly made with our Money
- Why Saving Money is so important
- Credit Cards – Why not to use them
- Why you should want to plan for a healthy financial future
getting your financial house in order
- Overcoming and Understanding our Financial Challenges
- Why creating an Emergency Fund is so Important?
- Understanding the High Cost of Credit
- Gaining Control Through Budgeting
preparing for
long term care
- What is Long Term Care, and Will You Need It?
- Understanding Your Options
- How Much Will It Cost?
- What Will Medicare Cover?
investing basics
for women
- Why Women Make for Better Investors
- Different Types of Investments
- Understanding Risk & Return
- Planning for Retirement
investment concerns in a fragile market
- Reviewing Common Repetitive Investor Scenarios
- Key Ingredients to Investing
- A Few Facts to know when you are Investing
- Things to know when the Stock Market is in a Decline
issues of
aging parents
- Understanding the Issues of Aging Parents
- What is Long Term Care?
- Have you done your Estate Planning?
- The Importance of having your Affairs in Order
how to increase your health and wellness
- Health Care Trends
- Common Health Scares
- The Definition of Wellness
- Causes of Preventable Death in the US
legal lessons
for life
- Making Legal Plans for Yourself
- What is a Conservatorship?
- The Importance of Planning for Your Family’s Future
- What is the Living Trust Concept?
strategies for a sustainable income in retirement
- Preparation for a Successful Retirement
- The Average Cost of Long Term Care and Life Expectancy
- Discussing Investment, Risks and Interest Rates
- Should you Consider a “Bucket” Approach?
refinancing your mortgage 101
- Refinancing Flow Chart Example
- Why Should you Refinance?
- What is the Right Loan for you?
- Understanding Mortgage Myths
understanding your options for federal benefit
- Why need for ongoing benefits education is crucial for every Federal employee's future.
- A simple breakdown of benefits for FERS &CSRS employees and how they work.
- Exploring your options for a secure retirement while working and when leaving your Federal career.
- How investing in your TSP vs. just saving can make a big difference in your retirement income.
- Questions to ask about how major life changes or separation from service affects you and your family.
- Your options for taking distributions from your TSP.
- How to calculate your pension benefit under FERS and CSRS.
tax
planning
- The Importance of Tax Planning and Preparation
- Understanding Deductions and Exemptions
- What are some Tax Planning Considerations?
- Common Tax Filing Errors
understanding 401k rollovers
- Where Will Your Money Come From?
- How Much Money Will You Need?
- Taking The Money – Pro’s and Con’s
- The Benefits of Asset Allocation
women approaching retirement & beyond
- Understanding Women and Money
- Understanding Divorce and Widowhood
- Understanding Retirement and Estate Planning
- Understanding Risk Management
you and your
credit score
- What is a Credit Score and Why Does It Matter?
- Scoring Factors
- What is in Your Credit Report?
- 5 Steps to Improve Your Credit Score
roth ira: another tax break for americans
- The Difference between a Traditional IRA and a Roth IRA
- How Much Will It Cost
- Converting to a Roth IRA: Retirement Income
- Reasons to Consider a Roth IRA
union members: securing your financial peace of mind
- 6 Essential to Constructing a Financial Blueprint
- Understanding a Budget
- Understanding Retirement
- Understanding Investing
preparing for retirement after the corona virus
- Important Questions to Consider After the Corona Virus
- Retirement Income – The Sources
- Factors Affecting Portfolio Results Before and After Retirement
- Impacts to Panning for the Future
i.d.
theft
- How Does Identity Theft Affect You?
- How Do They Get Personal Information?
- Steps to Prevent Fraud
- What To Do if You Are A Victim
maximizing mortgage strategies
- What is a Short Sale?
- The Home Buying Flow Chart
- Why Should You Refinance
- Different Kinds of Loans
stress and your health
- What is Stress?
- Overview of some Stress Statistics
- Financial Stress and How to Overcome it
- What you can do to Manage your Stress
real money -- real estate
- Issues of Real Estate
- Money Saving Secrets
- 8 Tips Every Buyer Should Know
- 6 Deadly Sins To Avoid When Buying a Home
the u.s. housing crisis
- What To Do If You Are Upside Down On Your Loan
- Home Retention Options
- Short Sale Information
- Home Selling Flow Chart
understanding critical disability issues
- What Are Your Chances of Being Disabled?
- Determining The Need for Coverage
- Where Can You Find Financial Protection?
- Ways to Get Coverage