Course #3: Long Term Financial Success

In this 6-session course, we cover a variety of topics, such as: financial literacy and basics, preparing for retirement, investing basics, understanding your money mindset, setting yourself up for success & enjoying your life while you save

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Course curriculum

1
Welcome!
- Welcome and what to expect!
2
Lesson 1: Your Money Mindset
- Lesson 1: Your Money Mindset
- Uncovering Your Money Beliefs
- Your Life Inventory
- Your Money Mindset
- Money Archetype Quiz
- Lesson 1 Feedback
- Lesson 1 Slides
3
Lesson 2: Financial Basics
- Lesson 2: Financial Basics
- Financial Terms
- Financial Terms Quiz
- Lesson 2 Feedback
- Lesson 2 Slides
4
Lesson 3: Life by Design
- Lesson 3: Life by Design
- Find Your Why for What You Do With Money
- Lesson 3 Feedback
- Lesson 3 Slides
5
Lesson 4: Road to Retirement
- Lesson 4: Road to Retirement
- Legacy File
- Savings Rate
- Net Worth Calculator
- Lesson 4 Feedback
- Lesson 4 Slides
6
Lesson 5: Put That Money to Work
- Lesson 5: Put That Money to Work
- Investment Options and Tax Optimization
- Lesson 5 Feedback
- Lesson 5 Slides
7
Lesson 6: Managing Money With Your Family
- Lesson 6: Managing Money With Your Family
- Our Family Chores and Allowance
- Sample Parent-Child Car Contract
- Lesson 6 Feedback
- Lesson 6 Slides