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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

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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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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