Personal Money Management

Schedule of Classes:

  1. 7 Steps to Debt Freedom – This class takes you through the steps to take charge and get out of debt.
  2. Reinventing Retirement – Retirement is not exactly like it used to be and this class helps you design and plan for the retirement you want.
  3. Investing 101 – This class explores the basics of investing to grow your money.
  4. How to Create a Workable Spending Plan – Learn the basics of creating a spending plan so that you can stay out of debt and have money available for investing.
  5. Money Management Basics – Learn the basics of financial planning including the terms and concepts as well as insurance, investing basics, and strategies to plan and save for goals like vacations, college or purchasing a house or a car.
  6. What Is Your Tax Return Saying? Your tax return tells a revealing story about your financial health and your future. Discover 10 hidden secrets in your tax return and what they reveal about where you are on your journey to financial freedom. Learn strategies to get on track so your tax return matches your your goals.

Call (404) 429-8182 or email us for more information.

Note:  All classes come with workbooks to use later as a reference. If you don’t see exactly what you want, ask us about customizing one of our classes to fit your specific needs.