Explore tips to secure your finances for a long, healthy future & ensure stability within retirement.

☑ Improved Goal Setting
☑ Long-Term Investment Focus
☑ Empowered Financial Planning

✎ Pro Tip: Regularly review and adjust your financial plan to account for changing needs as you age.

*The pr...

Explore how annuities can provide an income stream & reduce financial uncertainty during retirement.

☑ Increased Income Security
☑ Enhanced Inflation Protection
☑ Boosted Tax-Deferred Growth

✎ Learn The Facts: Defined benefit pensions and Social Security are two examples of lifetime guaranteed ...

Explore strategies to build and maintain an emergency fund tailored for retirement needs.

☑ Increased Financial Security
☑ Enhanced Peace Of Mind
☑ Maintained Long Term Investments

✎ Pro Tip: Saving for your emergency fund can be challenging, as it requires you to cut back on many typical purch...

Explore approaches to manage and reduce debt both before and during retirement for a secure future.

☑ Reduced Financial Stress
☑ Financial Goal Setting
☑ Enhanced Retirement Savings

✎ Pro Tip: Focus on paying off high-interest debt early and develop a structured plan to minimize liabilities as ...

Explore financial and personal factors to consider when delaying retirement.

☑ Personal Retirement Planning
☑ Improved Retirement Readiness
☑ Extended Earning Period

✎ Learn The Facts: If you're eligible for Social Security benefits, delaying your claim can increase your monthly payments. Benef...

Explore essential estate planning strategies that address the dynamics of your unique situation.

☑ Personalized Asset Distribution
☑ Estate Planning Awareness
☑ Reduced Family Conflicts

✎ Learn The Facts: A common challenge that may present is when one partner in the marriage is not a citizen o...

Our finances can directly impact our closest relationships, as all people have different budgets and financial goals. Learn how to overcome financial barriers and have a conversation with your loved ones to ensure that your relationship and finances can meet at a compromise.

☑ Improved Relations...

Explore the key principles and strategies of retirement planning to secure a worry-free future.

☑ Improved Saving Habits
☑ Increased Confidence for Retirement
☑ Secured Financial Future

☾☼ Best used when you’re planning for retirement, or anytime you have a 3 min break.

✎ Fun Fact: Time truly...

Master strategic investing for a prosperous future at every life stage.

☑ Increased Investing Knowledge
☑ Boosted Financial Literacy
☑ Enhanced Wealth Management

✎ Did You Know? Diversifying your investments across different asset classes to can reduce risk and enhance the potential for long-te...

Equip children with essential financial skills and values to navigate money responsibly and confidently in their future.

☑ Improved Financial Literacy
☑ Personal Finance Skills
☑ Boosted Budgeting

✎ Learn The Science: Studies have shown that children who receive financial education at a young a...

Empower yourself with financial knowledge by learning the differences between credit and debit cards.

☑ Boosted Financial Awareness
☑ Improved Credit Score
☑ Budgeting Skills

✎ Fun Fact: Having a financial notebook or tracking system can help you to manage your finances through your credit and ...

Learn the foundations of blockchain and its influence in the digital market.

☑ Boosted Blockchain Awareness
☑ Increased Data Security
☑ Improved Financial Mindset

✎ Learn The Facts: Blockchain prevents fraud and data tampering because data can't be altered without the permission of a quorum of ...

Learn about types of cryptocurrencies and what makes them valuable and unique.

☑ Cryptocurrency Awareness
☑ New Exchange Mediums
☑ Peer-To-Peer Systems

✎ Learn The Facts: Cryptocurrency gives individuals more financial autonomy. For example, in countries or areas where making a bank account is ...

Discover the essential concepts of NFTs and their role in Web3 technology.

☑ Digital Assest Awareness
☑ Enhanced Web3 Understanding
☑ Informed Decision Making

✎ Learn The Facts: Some NFTs can generate passive income through royalties, where creators earn a percentage from each resale.

*The pr...

Explore how AI is becoming a common financial assistance tool.

☑ AI Platform Awareness
☑ Increased Financial Accessibility
☑ AI Financial Guidance

✎ Learn The Facts: AI can make financial decisions based on predefined criteria. This can help to eliminate losses and risk from the human perspecti...

Gain awareness on the impacts and influence that cryptocurrency has on the global market.

☑ Promoted Financial Inclusion
☑ Emerging Financial Markets
☑ Cryptocurrency Opportunities & Risks

✎ Fun Fact: It is estimated that over 10,000 types of cryptocurrencies exist today.

*The program is inten...

Learn about investment and asset locations, and how they can help you on your financial journey.

☑ Growing Investments
☑ Boosted Tax Advantages
☑ Improved Retirement Savings

✎ Learn The Facts: Custodial accounts allow adults to invest on behalf of minors, providing a way to start teaching child...

Gain expert insight on the most common investment myths and misconceptions.

☑ Diversified Investment Portfolio
☑ Increased Savings
☑ Risk Reduction Strategies

✎ Learn The Facts: Another investment myth is that it is safe to leave your investments alone. Even when participating in long term inve...

Understand various types of investment income to help you choose which are a good fit for you.

☑ Investment Income Awareness
☑ Boosted Tax Efficiency
☑ Dividend & Interest Payment Awareness

✎ Pro Tip: If you invest in projects through crowdfunding, any profit or you earn have the potential to b...

Learn the difference between capital gains and losses, and how they impact your investment portfolio.

☑ Improved Investment Strategies
☑ Asset Management Skills
☑ Boosted Financial Planning

✎ Learn The Facts: Capital assets include property such as your home or car, along with stocks, bonds, an...

Boost your investment portfolio by investing in diverse assets.

☑ Boosted Investment Portfolio
☑ Improved Investment Understanding
☑ New Financial Goals

✎ Learn The Facts: Many investment companies will help to show clients some potential options for them by creating model portfolios that are c...

Gain an understanding of what tax withholdings are in order to prepare for tax season.

☑ Informed Financial Decisions
☑ Corrected Tax Withholding
☑ Improved Tax Calculations

✎ Learn The Facts: Going through life changes such as marriage, parenthood, or becoming a homeowner can have an impact on...

Feel more confident filing your taxes by learning about various tax platforms and methods.

☑ Tax Filing Methods
☑ Increased Financial Confidence
☑ Tax Platform Awareness

✎ Learn The Facts: There are various platforms that can assist with your tax planning needs. For example, over the phone the...

Gain an understanding of various types of income, and whether or not they are taxable.

☑ Boosted Financial Planning
☑ Accurate Tax Filing
☑ Improved Tax Savings

✎ Fun Fact: Taxes on gifts are typically the responsibility of the giver, not the recipient. If someone gives a financial gift that is...