You’ve worked hard for your money, so why not make your money work for you? Our Personal Finance Courses cover over 65 topics that will set you on the path to financial freedom.
Be financially empowered and get answers from these topics and more…
When was the last time you learned something that truly made a positive impact on your financial life? Did it come from a trendy self-help book? A viral social media share? Most people learn about personal finance by observing how their friends and family manage their money. When was the last time you received a formal financial education?
Nearly every successful professional could benefit from increased financial fluency. Whether you are a corporate veteran, business owner, high-powered consultant, or independently wealthy, Wealth Creation Today™ uses a comprehensive "big picture" approach to an integrated financial plan.
The classroom prepared you for your career. Now it's time to take a deep dive into your financial future. Come together with your peers for an insightful approach to assembling the personalized tools and strategies necessary for a lifetime of informed decisions. The instructor-led classroom format matters. You need a space to ask questions and get them answered. Soak in the knowledge and leave with confidence and a lasting connection.
Life & Health Planning
Financing Your Life Goals
Establishing S.M.A.R.T. Financial Goals
Personal Financial Statements
Managing an Annual Budget
Income VS Wealth Accumulation
Dual-Income Family Considerations
Planning an Early Retirement
Barriers to Wealth Accumulation
The Wealth Accumulation Formula
14 Wealth Planning Mistakes
Debt Reduction Strategies
Inflation Trends & Purchasing Power of Money
Leveraging the Time Value of Money
Overcoming investment Fears (Opportunity Cost)
Ordinary Income VS Long-Term Capital Gains
12 Strategies to Save Money on Taxes
Navigating the Alternative Minimum Tax (AMT)
Tax Advantage Investment Vehicles
Maximizing the Value of Your Paycheck
401(k) & Other Benefit Plans
Rollover Defined-Considerations
Traditional VS Roth IRAs
IRA to Roth IRA Conversions
SIMPLE, SEP IRAs & QLAC IRA'S
Health Savings VS Flex-Spending Accounts
Tax-Advantaged Annuities
Employee Stock Options
Choosing Beneficiaries
Discussing money inside the home
Raising financially aware children
Navigating child tax credit phase-outs
Guardian IRA’s
College funding investment vehicles
Protecting your parents from scams
Social Security & Medicare
Long-term care for parents
Estate planning
Wills, trusts, & inheritance
The probate process
Stretch IRA’s
Considerations before you invest
Cash accounts
Stocks & equities
Bonds
Mutual funds
Index funds
Exchange-traded funds
Alternative investments
Active vs. passive investing
Robo-advisors & model portfolios
Professional investment management
Common investment risks
Investment risk management
Asset allocation
Modern portfolio theory
Protecting against fraud & financial scams
Protecting yourself from cash windfalls
Property & casualty insurance
Disability income insurance
Medical & health insurance
Comparing life insurance
