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Financial Wellness

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A Course in Faith-Based Financial Life Planning: An Easy to Follow Guide to Creating Purpose, Peace and Prosperity in Your Financial Life Thumbnail

A Course in Faith-Based Financial Life Planning: An Easy to Follow Guide to Creating Purpose, Peace and Prosperity in Your Financial Life

An online financial education course where you will create your own faith-based Financial Life Plan under the guidance of Fran McKay, CFP®. As you go through the course, you will learn how to honor God with your financial stewardship, protect your family, create a future you love and leave a legacy that lasts. The assignments from this course will serve as the foundation of your faith-based Financial Life Plan.

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Navigating The New Economy

Navigating The New Economy - What should investors plan for as a result of the Coronavirus pandemic? What is next for the U.S. economy? How can investors dial down risks and potentially leap frog their wealth? These questions and more are answered in Navigating The New Economy.

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The Prepared Caregiver Thumbnail

The Prepared Caregiver

Are you prepared to be a caregiver? Former First Lady Rosalyn Carter is quoted as saying, “There are only four kinds of people in the world: those who have been caregivers, those who currently are caregivers, those who will be caregivers and those who will need caregivers.” Get tips for the journey including insights to ease the transition, practical resources and where to obtain help.

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Reduce the Cost of College

Find out how to position your student for the best financial aid package, college selection strategies, how to evaluate your student’s aid package and how to appeal financial aid offers. This seminar is suitable for parents of high school students 9th-12th grade.

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Tax-Efficient Retirement Income Thumbnail

Tax-Efficient Retirement Income

You may have heard, "It's not what you earn, it's what you keep." No truer words have been said, especially when it comes to retirement planning. Using tax-efficient solutions and optimizing the sequence of withdrawals can improve the longevity of retirement income sources. This program teaches current strategies available to retirees and near retirees.

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