Free Education Classes
For Adults & Kids
GIVE YOURSELF THE GIFT OF KNOWLEDGE... ...FOR FREE.
We teach classes (virtual and in person)
on the basics of
personal finance and investing
to both adults and kids.
Let us know if you are interested
in signing up by emailing us at
or call us at
949.547.4313
TOPICS COVERED
-
Financial Psychology
-
Loans, Debt & Credit
-
Emergency Funds
-
Investing, Stocks, Bonds, Funds, Etc.
-
Income Planning
-
Tax Planning
-
Savings, Expenses & Budgeting
-
Risk Management & Insurance
-
Retirement Planning
-
College Funding
-
Kids and Money
-
Wills and Estate Planning