Financial Wellness Class
Plan for a Brighter Future!
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Social proof: testimonials
Class Review
All was impactful. I learnt a lot on ALL topics from Financial Budgeting, Investment Basics,
FICO Score and Debt Management, Net Worth and Retirement Gap Income etc…
The perspective shared by Bonnie, the way to analyze and look at these topics was very well done !
Each day was filled with excitement as to what was it I was to learn this time and all sessions were very fruitful.
Great lessons and very well done within the allocated time.
Class Review
This was an excellent class it starts out with basic budgeting concepts ( I use the notes for some of my Boy Scout merit badge classes ) and ends with Social Security and Medicare (Very complex). I have recommended this class to my family members, younger adults and several friends approaching retirement.Ca
FAQ
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How long are the classes?
Total class time should be under 30 minutes. The main video is 5 to 10 minutes. After that, there are specific learning items to enhance the topic. We finish with a 10 question quiz to check your knowledge on the topic.
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How difficult is the material?
We try to present high level concepts, what you really need to know regarding each topic. There is always more to learn but we start with the basics.
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Is there additional help if we have more questions?
You can always send us an email. We will do our best to help. We are also trying to add a community column so we can all learn from each other.