Launch Your Finances- Workshops and Educational Plans for Employers

Your Lifetime Financial Journey includes many Financial Topics ranging from Employment, Banking, Loans, Taxes, Insurance, through Investments, Retirement, and Estate Planning and managing your daily life on top of that.

Our DIY courses are designed specifically for you to LAUNCH your finances to new heights. We provide the resources, videos, curriculum, and motivation to help move your finances to the next level. These courses are beginner to intermediate level financial planning courses that cover many topic areas. Click the Launch Image to the left if you are a Retiree or Working Years Individual ready to DIY your financial situation. We hold nothing back in these courses. It is the same material and process we would use in our Done For You Services. These educational courses are available to employers as Workplace Wellness workshops as well.

Our Launch Series is a easy-to-follow to follow process that combines important areas of focus into steps for you to live your life on a high-performance financial level. We teach basics to mid-level education in these topics throughout our Launch Programs. These programs can be used as Employer Wellness Programs for Businesses and Non-Profits. This list is not all inclusive of topics.

  • Healthy Mindset
    • Emotional Financial Traps
    • Building and Maintaining Financial Motivation
    • Fear and Greed in the Financial Decision Making Processes
  • Cash Flow Mastery
    • Credit and Organizational Tools
    • Cash Flow and Budgets
    • Tax Planning
    • Debt Uses and Payoff Strategies
  • Asset Protection
    • Insurance Education Basics
    • Insurance Policy Types
    • Working Years Insurance Needs
    • Business Owner Insurance Basics
    • Retiree Years Insurance Needs
  • Investment Foundations
    • Portfolio Strategies & Basic Investment Education
    • Financial Industry Structures & Advisor Models
    • When to Use Financial Professionals
  • Investment Strategies
    • Investing Principles and Emotional Hurdles of Long-Term Investing
    • Rates of Returns & Asset Classes
    • Stock Market Education
    • Real Estate Education
    • Stock Market Alternatives for the Conservative Investor
    • Retirement Portfolios and Decumulation Strategies
  • Retirement Planning
    • Income Sources and Organization
    • Employment Exit Timing Pre 59.5
    • Social Security Timing
    • Real Estate Decumulation Planning
    • Healthcare Planning Before and After Age 65 with Medicare
  • Estate Planning
    • Leaving a Non-Financial Legacy
    • Basic Estate Know How
    • Legal Documents to Understand
    • Emotional and Grief Processes for Final Financial Decisions
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