Get started on your financial journey with looking at your current financial situation and making sure you can meet your short- and long-term goals. When it comes to creating a plan for your finances, it's important that you have key foundational elements in place. You will learn how investing works, different types of investments and what is right for YOU. This class will help you get clear and lay out the next steps.
- Organizing your finances
- Budgeting and Debt management
- Short- & Long-term goals: will you have enough money during retirement?
- Diversifying your investments and financial planning
- Retirement income planning