Financial Education Catalog

Financial Goals

  • Financial Goals Learning Module

Your Money in the Year Ahead

What You'll Learn

Do you have a plan for making the most of your money in the year ahead? What would you like to accomplish? How does your money need to support your progress? Learn how to identify what you want to do, why you want to do it, and how you will do it. This course covers the concepts and tools to you will need to set and reach your goals. Get ready to make the most of the next twelve months so that you can live your best life.
  • Financial Goals Learning Module

Save or Shred

Organizing Your Important Papers

What You'll Learn

Nearly every transaction you make creates a piece of paper. From a receipt for groceries to your tax forms, disorganized stacks of paper can pile up quickly – if you don’t know how to manage them. Get out from under all the paper by learning what documents you should keep, where you should keep them, and for how long.
  • Financial Goals Learning Module

Choices and Connections

Making Sound Financial Decisions

What You'll Learn

Choices! Choices! Making good financial decisions – from how we spend our money each day to preparing for major life events like marriage, raising a child, or retirement – is both art and science. Improve your financial decision-making ability by understanding how we choose and by using effective decision-making tools and techniques for the choices that really matter.

  • Financial Goals Learning Module

Saving a Fortune

What You'll Learn

Many of us love to spend money, but what about saving it? For those of us not on the lottery plan, the only way to build wealth is to save money. Learn how to build your fortune by using time and money to your advantage, creating a realistic savings plan, and finding money to save you may not know you have. Saving money can be just as fun – and even more rewarding – than spending it.

Couple managing the debt
  • Financial Goals Learning Module

Debt Elimination

What You'll Learn

What would it be like to be completely debt free: no credit card payments; no car loan; no student loans; even no mortgage? Master the skills and habits it takes to use credit wisely and eliminate debt. You can be debt free faster than you might imagine.

Group of cheerful college students walking out of campus together
  • Financial Goals Learning Module

College Bound

Preparing a Path to College

What You'll Learn

What could you do this year to help your college hopeful prepare for college? Whether your college-bound student is a toddler or already in high school, this course provides the concepts, tips, and tools that are essential in preparing for college. Learn how to approach the college decision, understand college costs, build a college savings fund, and pay for college in way that will work for you and your student. The successful path to college starts with a good plan. Now is the time to begin.

  • Financial Goals Learning Module

Ready.Set.Retire!

What You'll Learn

Whether you are in your twenties or your sixties, there are several action steps you can take this year to make sure you are better prepared for retirement. Learn what actions you should take now based on your age and your answers to key retirement planning questions. This course will equip you with essential retirement planning concepts and tools and direct you to additional helpful resources.

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Financial Goals

Choices and Connections

Making Sound Financial Decisions

Choices! Choices! Making good financial decisions – from how we spend our money each day to preparing for major life events like marriage, raising a child, or retirement – is both art and science. Improve your financial decision-making ability by understanding how we choose and by using effective decision-making tools and techniques for the choices that really matter.

Choices and Connections: Making Sound Financial Decisions will help make you a more confident and competent financial decision-maker. In this course you will learn:

  • The five attributes of a sound financial decision.
  • The different ways we make a decision and the optimal situation to use each method.
  • How to use allocation models to make informed income and investment decisions.
  • The characteristics of a complex financial decision.
  • How to use decision aids and decision tools to augment your financial decision-making.
  • The twelve ways we trap ourselves in a poor financial decision and how to avoid them.
  • The characteristics of common cognitive biases, including how to recognize each bias and effective methods to guard against it.
  • Characterize how you have made financial decisions in the past.
  • Assess the effectiveness of your financial decision-making to date.
  • Explore your most prevalent cognitive biases.
  • Identify the types of financial decisions you have on the horizon.
  • Apply course concepts and tools to your financial decisions.
  • Clear about how to make a financial decision.
  • Confident in knowing that you have control over how to make a sound financial decision.
  • Motivated to engage with thoughtful financial decisions going forward.
  • Proud to know you are a good financial decision-maker.

Learn. Do. Be.

Financial Goals

Saving a Fortune

Many of us love to spend money, but what about saving it? For those of us not on the lottery plan, the only way to build wealth is to save money. Learn how to build your fortune by using time and money to your advantage, creating a realistic savings plan, and finding money to save you may not know you have. Saving money can be just as fun – and even more rewarding – than spending it.

Saving a Fortune will help you build the habits you’ll need to save intentionally and consistently. In this course you will learn:

  • The five commitments you’ll need to be a good saver.
  • A five-step savings implementation plan.
  • The keys to successfully using a budget.
  • Six techniques to leverage savings.
  • Decide whether you want to become a good saver.
  • Understand and use your savings ratio.
  • Use Step-Up Savings as your guide to prioritize your financial goals.
  • Set and commit to an effective savings goal.
  • Put savings leverage concepts and tools on your side to increase your wealth.
  • Clear about how to be a good saver in a manner that will work for you.
  • Confident in knowing you are in control of your savings and financial security.
  • Motivated to save and build wealth.
  • Proud to know you are a good steward of your money.

Learn. Do. Be.

Financial Goals

Couple managing the debt
Debt Elimination

What would it be like to be completely debt free: no credit card payments; no car loan; no student loans; even no mortgage? Master the skills and habits it takes to use credit wisely and eliminate debt. You can be debt free faster than you might imagine.

Debt Elimination provides options and concrete steps for you to reduce or eliminate debt. In this course you will learn:

  • Whether committing to a debt reduction plan is right for you.
  • How to identify your debt and its important parameters.
  • What the debt-to-disposable income ratio is and why it is important.
  • Outside sources of help in managing debt, including their pros and cons.
  • How to reduce or eliminate debt yourself.
  • Decide whether reducing or eliminating debt is right for you.
  • Complete a debt inventory.
  • Understand and use your debt-to-disposable income ratio.
  • Decide whether to manage debt yourself or seek outside help.
  • Develop a plan to eliminate debt yourself if that option is right for you.
  • Clear about your current debt situation and the best way for you to reduce or eliminate it.
  • Confident in knowing you have control over your debt.
  • Motivated to work toward your debt reduction goal.
  • Proud to know you can eliminate debt and live debt free.

Learn. Do. Be.

Financial Goals

Group of cheerful college students walking out of campus together

College Bound

What could you do this year to help your college hopeful prepare for college? Whether your college-bound student is a toddler or already in high school, this course provides the concepts, tips, and tools that are essential in preparing for college. Learn how to approach the college decision, understand college costs, build a college savings fund, and pay for college in way that will work for you and your student. The successful path to college starts with a good plan. Now is the time to begin.

College Bound will equip you with the essential concepts and tools to plan for college. In this course you will learn:

  • Whether attending college is worth the time and effort for your student.
  •  The essential elements of effective college prep and application plans.
  • The thirteen different types of college costs.
  • What net price is and how to use it.
  • How to prioritize savings and set an effective college savings goal.
  • Where to save for college.
  • The five sources of college funds.
  • Determine whether planning for college is right for you and your student, regardless of your student’s age.
  • Identify an initial college prep and application plan.
  • Identify the potential cost of college for your student.
  • Prioritize your savings and set a college savings goal, if applicable.
  • Decide where to save for college.
  • Determine which sources of college funds you plan to utilize.
  • Clear about your desires for college planning for your student.
  • Confident in knowing you have control over your college savings plan.
  • Motivated to plan and save for college.
  • Proud to know you will fund your desired portion of college costs for your student.

Learn. Do. Be.

Financial Goals

Ready. Set. Retire!

Whether you are in your twenties or your sixties, there are several action steps you can take this year to make sure you are better prepared for retirement. Learn what actions you should take now based on your age and your answers to key retirement planning questions. This course will equip you with essential retirement planning concepts and tools and direct you to additional helpful resources.

Ready. Set. Retire! provides an introduction to retirement planning and savings. In this course you will learn:

  • The difference between the traditional and transformational approaches to retirement planning.
  • How to estimate how much money you might need in retirement savings.
  • How to prioritize retirement savings accounts.
  • The differences between pre-tax and Roth retirement savings accounts.

What You’ll Do

  • Decide which approach to retirement planning, traditional or transformational, is right for you.
  • Estimate the amount of retirement savings you would need to retire today.
  • Project the amount of retirement savings you might need at some future point.
  • Develop a plan to prioritize retirement savings and accounts.
  • Determine whether pre-tax or Roth is best for you.
  • Clear about how much you need to save for retirement and which types of accounts will be best for you.
  • Confident in knowing you have control over your financial future.
  • Motivated to contribute toward your retirement savings.
  • Proud to be a competent retirement planner and saver.

Learn. Do. Be.

Financial Goals

Your Money in the Year Ahead

Do you have a plan for making the most of your money in the year ahead? What would you like to accomplish? How does your money need to support your progress? Learn how to identify what you want to do, why you want to do it, and how you will do it. This course covers the concepts and tools to you will need to set and reach your goals. Get ready to make the most of the next twelve months so that you can live your best life.

Your Money in the Year Ahead will show you how to decide what you want to accomplish in your life over the next twelve months so that you can then decide how to manage you money to support your progress. In this course you will learn:

  • The key questions you need to answer to determine what you would like to accomplish in one or more of your life’s eight domains of wellbeing.
  • How to understand and apply the three characteristics of happiness.
  • How to use tools to assess your current situation so that you can chart a clear path going forward.
  • How to use the performance spectrum and the six-step goal process to set and reach your goals.
  • Decide what your twelve-month objective is.
  • Identify three priorities based on your objective.
  • Convert at least one of your priorities to a well-crafted goal, financial or non-financial.
  • Calculate your net worth.
  • Clear about your current situation and what you want to accomplish over the next twelve months.
  • Confident in knowing you are in control over the progress you’d like to make.
  • Motivated to set and reach your goals.
  • Proud to live life the way you want.

Learn. Do. Be.

Financial Goals

Save or Shred

Organizing Your Important Papers

Nearly every transaction you make creates a piece of paper. From a receipt for groceries to your tax forms, disorganized stacks of paper can pile up quickly – if you don’t know how to manage them. Get out from under all the paper by learning what documents you should keep, where you should keep them, and for how long.

Save or Shred: Organizing Your Important Papers will show you how to manage your important documents, including your financial statements, tax returns, and legal papers. In this course you will learn:

  • The two key reasons why it’s a good idea to get organized.
  • The three critical questions and five criteria used to make a document storage decision.
  •  The ten optimal document storage locations.
  • How to set a document storage budget.

Collect and inventory your important papers.

  • Use the course information and guides to decide which documents to keep, where to keep
    them, and for how long.
  • Properly dispose of documents you do not have to keep.

Clear about how to manage your important papers.

  • Confident in knowing what documents you have and that they are properly stored.
  • Relieved to have cleaned up any document clutter.
  • Motivated to efficiently manage your documents going forward.
  • Proud to know you are a good document manager.

Learn. Do. Be.