Filter by Category
Finances
Financial Fundamentals
with Kyle Micheli
Unsure what to do to reign in your finances? Join us in the basics of financial planning! Discover how to create a solid financial foundation, learn how to properly protect yourself, how to overcome your debt, manage your budget, and even learn tips on how to save so you can successfully set yourself up to start investing!
Investing 101: Teach Your Money to Make Money
with Kyle Micheli
Investing is an excellent way to stretch your hard-earned dollar! Come discuss the "Rule of 3's" with Kyle Micheli--the basic 3 avenues to invest money, and the basic 3 options for taxes regarding your investment choices. Explore the ins and outs of Roth and traditional IRAs, pensions, and 401ks. As an added bonus, you'll even learn how to save money on your investments!
Estate Planning/Wills vs. Trusts
with Kyle Micheli
Do I need a will? Do I need a trust? Are my little or older kids prepared if something happens to me? Estate planning is the legal planning that helps you control who will inherit your money and property, and who can make medical and financial decisions on your behalf if you’re unable to do so yourself. Key documents include beneficiary designation forms, a will, health-care proxy, durable power of attorney, and sometimes, a trust. Come to class and learn how to be prepared for the unexpected.