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"Relates very well to real life situations."

- Abbie H.


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Choose your financial path. Finances, like life, is a series of choices. Which way will you go?
From Savings To Investing

Once we’ve reached the point where we have money set aside, the next challenge is what to do with this money.  Emphasizing the need to focus on the total financial situation and not just their 401(k) plan, we empower the aspirants by providing the knowledge necessary and the confidence required.  Topics might include:

  • Why an IRA and a 401(k) aren’t investments

  • You may have already made investment decisions!

  • Understanding the different types of risk

  • What is a stock, a mutual fund, a bond and why any of that matters

  • Dollar cost averaging

  • Asset allocation

  • Pitfalls to avoid

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