Lesson series
Financial Foundations Course 2025
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Upcoming Sessions
MARK YOUR CALENDARS
Join Us For Live Sessions
East Coast Sessions
Session 1: Tuesday, April 22
Session 2: Tuesday, April 29
Session 3: Tuesday, May 6
Session 4: Tuesday, May 13
Session 5: Tuesday, May 20
Session 6: Tuesday, June 3
Session 7: Tuesday, June 10
Session 8: Tuesday, June 17
West Coast Sessions
Session 1: Thursday, April 24
Session 2: Thursday, May 1
Session 3: Thursday, May 8
Session 4: Thursday, May 15
Session 5: Thursday, May 22
Session 6: Thursday, May 29
Session 7: Thursday, May 5
Session 8: Thursday, June 12
Time Conversions
4:30 PM - 6:30 PM MT
5:30 PM – 7:30 PM CT
Where
MARK YOUR CALENDARS
Join Us For Live Sessions
East Coast Sessions
Session 1: Tuesday, September 9
Session 2: Tuesday, September 16
Session 3: Tuesday, September 23
Session 4: Tuesday, September 30
Session 5: Tuesday, October 7
Session 6: Tuesday, October 14
Session 7: Tuesday, October 21
Session 8: Tuesday, October 28
West Coast Sessions
Session 1: Thursday, September 11
Session 2: Thursday, September 18
Session 3: Thursday, September 25
Session 4: Thursday, October 2
Session 5: Thursday, October 9
Session 6: Thursday, October 16
Session 7: Thursday, October 23
Session 8: Thursday, October 30
Time Conversions
4:30 PM - 6:30 PM MT
5:30 PM – 7:30 PM CT
Where
Financial Foundations Course – Weekly Breakdown
Session 1: Introduction to Financial Education & Wealth Transfer
- Understand the importance of financial literacy and how it impacts long-term wealth.
- Identify financial blind spots that hinder wealth accumulation.
- Recognize the top areas of wealth transfer and how to retain more of your earnings.
- Learn how to build a personal financial plan with professional coaching.
- Shift your mindset around money and gain confidence in financial decision-making.
Session 2: The Personal Economic Model & Cognitive Dissonance in Finance
- Discover how the Personal Economic Model helps visualize financial flows.
- Learn how cognitive dissonance affects financial decision-making and how to overcome it.
- Understand income distribution, tax filters, and financial efficiency strategies.
- Explore the Rule of 72 and the power of compound interest.
- Analyze the impact of inflation on savings, investments, and retirement planning.
Session 3: Taxation & Retirement Distribution Strategies
- Understand historical tax rates and their impact on long-term financial planning.
- Differentiate between tax-deferred and tax-exempt investment accounts.
- Learn how tax brackets and marginal tax rates affect retirement savings.
- Develop strategies for minimizing tax liability in retirement.
- Assess the future implications of national debt on tax policy.
Session 4: Qualified Plans & Retirement Accounts
- Gain a deep understanding of qualified retirement plans (401(k), 403(b), 457 plans, pensions).
- Learn how to optimize employer contributions for long-term growth.
- Explore tax strategies for retirement savings to maximize wealth retention.
- Avoid common tax liabilities and penalties associated with withdrawals.
- Develop a plan for strategic allocation of retirement assets.
Session 5: Investment Strategies & Behavioral Finance
- Identify common stock market myths and how to avoid investment pitfalls.
- Understand the dangers of market timing and stock picking.
- Learn about academically structured investment portfolios for long-term stability.
- Explore the principles of Modern Portfolio Theory (MPT) and the Efficient Market Hypothesis (EMH).
- Recognize how investor behavior impacts investment returns.
Session 6: Mortgage Optimization & Protection Strategies
- Understand how mortgage structures impact wealth building.
- Learn the financial implications of paying off a mortgage vs. leveraging funds.
- Optimize interest rates, opportunity costs, and liquidity management.
- Explore tax advantages of mortgage strategies.
- Discover protection strategies including life insurance and risk mitigation.
Session 7: Life Insurance as a Wealth & Protection Tool
- Differentiate between term life insurance and permanent life insurance.
- Learn how to leverage life insurance for wealth accumulation.
- Understand the role of accelerated benefit riders in financial security.
- Use the DIME method to calculate adequate life insurance coverage.
- Discover tax advantages of life insurance in estate planning.
Session 8: Estate Planning & Social Security Strategies
- Learn estate conservation strategies to protect wealth for future generations.
- Compare wills vs. trusts and determine the best option for avoiding probate.
- Explore revocable vs. irrevocable trusts for wealth protection.
- Optimize Social Security claiming strategies to maximize retirement benefits.
- Review and update beneficiary designations to align with financial goals.
