Learn before you decide.
Financial topics don't have to be difficult to understand. Start with education and build from there.
Virtual Financial Education Classes
Topics rotate, so there is always a reason to come back. Attend one, attend all of them, or just pick the topic you have been wondering about.
How Money Works
The basics that most people were never taught. Income, saving, growth, and the cost of waiting.
Understanding Life Insurance
What term life insurance is, how coverage amounts are decided, and who may need it.
Getting Ahead of Debt
How to see your full debt picture clearly and what to look at first.
Retirement Basics
Retirement accounts explained in plain language, including IRAs and Roth IRAs.
Why Our Retirement Is On Us
Pensions mostly went away and companies do not always last. What that means for millennials and everyone younger, and what to build outside of work.
Investing for Beginners
Common terms, common questions, and how people typically get started.
Wills, Trusts, and Legacy
The documents families are often missing and where to go to put them in place.
Classes are educational. They are not a sales presentation and nothing is sold in class. Attending a class does not require a Financial Needs Analysis or any appointment.
In-Person Classes
Cincinnati, Ohio
The same classes, in the same plain language, in a room with other people. Dates and locations are being finalized. Let us know if you want to hear when they open.
Tell Me When These Open