Fall 2020: 3rd Decade Class 4
In this course you will:
- Build Strategies around your goals, needs and wants.
- Establish good savings habits
- Receive an easy to understand plan that prioritizes what needs to be done
Class 4: Insurance
- Insurance: Auto, homeowners/renters, disability & umbrella
- Estate Planning & Advanced Care Directives
- Choosing a Financial Advisor
Covid-19: We believe that our partnership with you is more important than ever. In order to best serve you, we want to keep you safe as well as our team. For all Fall 2020 classes we are leveraging technology and have moved our entire curriculum online.
*Please be advised, only registered applicants may attend the events listed. If you have not yet applied, please do so here.