Community Courses
Tailored financial education for various communities, offering insights and strategies to meet your unique needs and aspirations.
Topics Covered
Savvy Financial Planning: Caring for Those with Disabilities
Participants will gain a better understanding of the various employee benefits, government assistance programs, and planning tools that can provide essential financial support for their family members with disabilities. The class will also explore the use of estate planning techniques to secure the financial future of loved ones with disabilities.
Creating Financial Security for You and Your Loved Ones (Available for the Asian Community, the Black Community and the Hispanic Community)
Take charge of your financial future and ensure your family's well-being with a course designed to meet the unique cultural needs of your community. Explore wealth-building concepts, common investment options, and strategies for securing your family's future, all while respecting the cultural nuances that matter most to you. From college funding to long-term care planning, you'll gain valuable insights into comprehensive financial planning, thoughtfully tailored to your cultural background.
Financial Planning for Women
Developed for women by women, this course provides the tools and knowledge you desire to excel financially, recognizing and celebrating the unique aspects of women's financial journeys. From setting and achieving financial goals to making informed investment decisions, you'll gain the expertise to thrive in today's financial landscape.
Creating Generational Wealth in the Black Community
Unlock the secrets to building lasting wealth and securing a brighter future for the Black community. This course addresses systemic factors and introduces advanced strategies for amassing and preserving wealth across generations. Explore topics such as trusts, estate planning, advanced investing, tax optimization, real estate, entrepreneurship, and more. Join the conversation that wealthy individuals are having with their financial advisors, and take proactive steps toward building generational wealth.
Financial and Estate Planning for the LGBTQIA+ Community
This course offers thoughtful, inclusive guidance for members of the LGBTQIA+ community navigating financial planning. We’ll explore how to align your financial choices with your personal goals, understand key legal considerations, and identify the documents—such as those related to estate planning and asset management—that can help safeguard you, your partner, and your loved ones. The course also examines the financial implications of marriage and highlights planning opportunities available to unmarried couples and individuals.
Effectively Employing Exchange Traded Funds (For the Black Community)
Jump into the exciting world of Exchange Traded Funds (ETFs) with this eye-opening course. You'll learn skillful trading strategies, tax implications, and how to use ETFs for specific investment objectives. By the end, you'll be able to find, assess, and invest in these popular vehicles and gain strategies to optimize your portfolio's performance while keeping risk at bay. Start your journey to informed ETF investing and watch your wealth grow.
Unlocking the World of Alternative Investments (For the Black Community)
Are you ready to diversify your investment portfolio and explore exciting opportunities beyond the stock and bond markets? In this class, we demystify the realm of unconventional investments and introduce you to unique paths to grow your wealth. Whether you're intrigued by real estate, cryptocurrencies, peer-to-peer lending, or other non-traditional avenues, we'll give you a taste of the knowledge and tools you need to make informed decisions. This class will unravel the potential and risks of these innovative investments, helping you understand when and how to incorporate them into your financial strategy.
The Fundamentals of Cryptocurrency (For the Black Community)
Participants will gain a fundamental understanding of the cryptocurrency landscape including historical context, types of coins, how to purchase cryptocurrency, and U.S. tax implications, enabling them to build a more diversified investment portfolio, while being aware of the risks involved.
Estate Planning Essentials (For the Black Community)
Navigate the intricate world of estate planning with ease. Explore a simplified three-step process to establish your estate plan, demystify specialized jargon used by financial and legal professionals, and discover the fundamental estate planning documents. Gain clarity on the probate process and estate taxation, laying the foundation for a secure legacy.
The Home Buying Process (For the Black Community)
Are you dreaming of a place to call your own? Prepare your finances for the major milestone of homeownership with this insightful course. We'll cover the essentials, from defining your ideal home to saving and improving your credit. Get ready to make informed decisions and bring your homeownership dreams to life.
Unique Housing Alternatives and Financing Options (For the Black Community)
Expand your horizons with a comprehensive exploration of alternative housing choices and the financing behind them. This course equips you with informed decision-making skills for unconventional living arrangements and their financial aspects.
Introduction to Real Estate Investing (For the Black Community)
Curious about real estate investing? This interactive course offers a comprehensive overview of real estate investment options, allowing you to explore its potential and various avenues. By the end, you'll have a solid foundation to make informed decisions about your real estate investment journey.
What participants say
“Instructor was fabulous. I love that your organization did this for the community. It was incredibly helpful.”
Not sure where to start, or which topics to offer when?
Our free 2027 Financial Wellness Planning Guide maps out a full year of financial education, month by month. Each month is matched to a national awareness month, with suggested courses. Choose the edition for public sector organizations or for private employers.
Enter your name and email to download it.
