3rd Decade: Term 1, Class 3

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Class 3: Taxes, Housing, and Retirement Accounts

Taxes: Progressive Tax System, Tax code, Effective tax rate

Housing: Renting vs Owning

Retirement Savings Accounts: Different types, what should you look for?

In this course, you will:

Gain a well-rounded understanding of financial concepts, helping you build strategies to achieve your financial goals, needs, and wants.

Establish a healthy relationship with your financial situation, enabling you to make confident financial decisions.

Receive a personalized financial plan that prioritizes you and your financial situation.

*Please be advised, only registered applicants may attend the events listed. If you have not yet applied, please do so here.

Covid-19: We believe that our partnership with you is more important than ever. To best serve you, we want to keep you safe, as well as our team. For all 2021 classes, we are leveraging technology and have moved our entire curriculum online.