Class Descriptions

Early Teens (Grades 7 - 9)

iMoney!
Join us for a Financial Jeopardy game as we wrap-up a discussion regarding the Cost of Borrowing, the Benefits of Savings and a peek at College Funding. With appropriate examples for all age groups, this session is sure to lay the groundwork for great family conversations about finance and values.

Investments 101 - Starting the Journey
Do you know what stocks, bonds, mutual funds and ETF's are? Even more, do you know how you might use them to achieve your life goals? Come learn the basics...

Unharnessing the Most Powerful Force in the Universe - The "Miracle" of Compounding
Albert Einstein considered it THE most powerful force in the universe - learn why and how you can use it to your advantage.

Your Five Money Choices... Do You Know Them Well?
Can you name all five? There's more than just spending and saving - learn what they are and how to make them all work for you.

Managing your Cash Flow - The "Ins" and "Outs" of Your Money
Money comes in and goes out. Are you using this scarce resource wisely? Learn how to manage your money and your accounts.

Late Teens (Grades 10 - 12)

iMoney!
Join us for a Financial Jeopardy game as we wrap-up a discussion regarding the Cost of Borrowing, the Benefits of Savings and a peek at College Funding. With appropriate examples for all age groups, this session is sure to lay the groundwork for great family conversations about finance and values.

Investments 201 - Taking the Next Step
Building on Investments 101, learn how to create and maintain your own personalized investment strategy that supports your goals.

College Planning - Prepare to Launch!
Learn how to manage college financial decisions as you make the most important investment of your life... advanced education. PARENTS ENCOURAGED TO JOIN

Car 101! So You Want to Buy a Car? Beyond Turning the Key
From Insurance to Purchasing, Financing, Gas Money and "Rules", everything you and your teen need to think through before taking this important step! A FUN, game oriented class designed to be educational but interactive for both parents and teens. Pizza provided!  PARENTS ENCOURAGED TO JOIN

Managing your Cash Flow - The "Ins" and "Outs" of Your Money
Money comes in and goes out. Are you using this scarce resource wisely? Learn how to manage your money and your accounts.

Adults (Ages 18 - 100!)

iMoney for Women - Combining Wisdom and Wealth
Women have distinct financial realities - we live longer, spend more years in retirement, and are more likely to take time out of the workforce to tend to our families.  We live in a male-dominated financial world, struggle to achieve balance, manage changing relationships, and seek to achieve a greater good in our homes and communities.  Empower yourself with "Financial Fundamentals for Women" - education on investing, estate planning, tax strategies, charitable giving and the creation of lasting legacies.

Investments 301 - Portfolio Management for the Pre-Retiree
Learn a conservative, low-risk approach to allocating your investments across multiple time horizons. It's a key to sleeping peacefully!

Blended Family Finances
Combining families is never easy. Learn alternative strategies for handling your new family's finances and how important and complex estate planning has just become!

Tying up Life's Loose Ends - What your Estate Attorney Hasn't Told You
Preparing your estate planning documents is IMPORTANT, however, there are other parts of your estate plan that can be equally meaningful in defining your legacy.

The New Phases of Retirement
"Retirement" is different today than when we grew up. Are you prepared? Learn what's changed and how to address the important life choices of your Golden Years.