Register for Roadmap to Financial Success - Purchase by Month
Select the month and topic you wish to purchase below. The link and password for the class page will be sent to you in a confirmation email.
- January: Getting Organized - Paperwork Management
- February: Take Stock! Financial Summary & Analysis
- March: Prepare! The Tax Man Cometh OR Taxes!x@!#
- April: Working Money - Investments Review
- May: Protecting You & Your Family - Personal Insurances
- June: Retirement - Projections & Planning
- July: Getting to Where You Want to Be - Goals & Debt Reduction
- August: Defusing Legal Bombs - Legal Documents & Crisis Planning
- September: Me? Sued? Liability Insurance Review: Auto, Home, Umbrella, etc.
- October: Get the Most from Employee Benefits
- November: Year End Steps: Taxes & Holiday Budgets
- December: Finding Financial Peace & New Year's Resolutions
Or save money - $5 less per class by purchasing the entire 12 session series.
Last updated December 15, 2020