Wealth Classes

 

 

Budgeting
Work with your income and expenses, customize a budgeting plan specific to your needs, prepare for unforeseen circumstances, and plan for investing purposes.

Home Ownership
Overview of the home ownership experience including the basics of buying or selling your home, finding a realtor, working with your realtor, negotiating deals, and understanding the transaction process.

Improve Your Credit
This course covers the three most important aspects of credit: What affects it? How do you check it? And how do you improve it? These are an essential part to one’s credit understanding as well as an opportunity for large savings.

Understand Your Mortgage
This covers topics including conventional mortgages, loans, amortization, adjustable rate mortgages (ARMs), interest payments, and other commonly used mortgage terms. It also helps you understand available programs and assists you in selecting the right program for you.

Insurance: Protect Your Assets
Includes a basic overview of the various types of insurance including home, life, auto, and health, etc. Also covers how to find an insurance agent and work with him/her on shopping for and buying a policy.

Basic Investing
This introductory class covers the fundamentals of investing such as: What to invest in? (Learn about the diffrerence between stocks, bonds, mutual funds, etc.), How to invest in them and how to pick the right broker/wealth manager.

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