Classes
Consumer Safety and Financial exploitation Awareness
Financial exploitation has been called “the crime of the 21st century” with one study suggesting that older Americans lost at least $2.9 billion to financial exploitation in 20101 by a broad spectrum of perpetrators, including persons they know and trust, as well as strangers. Cognitive impairment diminishes the ability of some older adults to make financial decisions and to detect frauds and scams.
Financial Wellness
CHOICES FOR FINANCIAL WELLNESS CLASSES DEPEND ON THE GROUP - class – for A. business (employees) financial wellness for B. students (pre-high school graduating and pre-college graduating) or C. other financial training and budgeting (for small groups, church’s, fundraising, etc.
Retirement (Readiness or Risk Assessment)
Evaluate how far your money will take you and how to guarantee a secured income for the rest of your life as well as prepare a legacy for loved ones when you pass on…. Best options for your certain age, profession, medical and family circumstance that brings you the support you need financially at each stepping stone in your retirement – so that if a health or other unforeseen event happens your retirement will withstand the impact. Depending on what stage in life you are currently at will have different tactics for income wealth and asset preservation. If there is a need for long term financial growth, social security facts the secure act, how to reduce or eliminate paying taxes in retirement, staying happy, young and finding purpose in retirement.
Preparing for College
And how to pay for it! – How to lower your EFC, etc- see the college area. For more content. How to get the most money to attend college -that you don’t have to pay back!