The flagship course The Fundamentals of Financial Planning is usually presented in three, separate 2 ½ hours sessions. However, the classes may be designed to fit the schedule of each specific organization. This course is designed to generically cover a variety of topics that apply to most people. The 100 page course book includes additional worksheets that personalize the class to students' needs. This course includes:

• Mastering the six keys to financial success

• Calculating your own retirement needs

• Implementing tax-planning techniques

• Protecting yourself from unforeseen liabilities

• Identifying key investment strategies

• Providing for your heirs and other estate planning concerns

Contact us for more details regarding other courses.