Check current offerings for enrollment and format, or request a course or workshop for your audience. Dates and availability vary by topic.

Build confidence in the money decisions you make every day.

Understand where your money goes and build a spending plan that fits your real life. Explore practical ways to handle irregular expenses, create a cash cushion, and make room for your priorities.

Also offered as: How to Pay Off Debt. Compare debt snowball and avalanche approaches, organize balances and interest rates, and create a repayment plan you can sustain. Learn how to balance debt payments with other financial needs.

Connect today’s spending decisions to tomorrow’s goals. Build a practical budget, plan for recurring and occasional expenses, and break larger goals into manageable next steps.

Explore financial independence through changing careers, caregiving, relationships, and retirement. Learn how saving, investing, insurance, and clear financial records can support a more secure future.

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Learn the language, evaluate the choices, and understand the risks.

Also offered as: Foundations of Becoming an Investor. Start with the essentials of stocks, bonds, funds, and compounding. Connect investing choices to your goals, time horizon, access needs, and comfort with risk.

Learn what owning a stock means, how shares are bought and sold, and why prices move. Explore dividends, market indexes, and basic research questions to ask before investing

Compare stocks, bonds, mutual funds, ETFs, cash alternatives, and other investment categories. Understand how risk, return potential, fees, and liquidity differ across choices.

Explore bonds, CDs, and other income-focused investments. Learn how interest rates, credit quality, maturity, and access to your money affect your choices; guarantees and protections vary by product and issuer.

Discover diversification, dollar-cost averaging, and discipline. Explore how spreading investments, contributing consistently, and following a plan can support long-term habits without eliminating investment risk.

See how time, contribution amounts, and assumed returns affect future values. Use practical examples to understand the power of consistency and why actual investment returns will vary.

Learn how calls and puts work, the role of strike prices and expiration dates, and how options differ from owning shares. Explore risk, potential losses, and why suitability and an understanding of the strategy matter.

Learn how to interpret market headlines, economic indicators, and changing prices. Discuss volatility, diversification, and the questions to ask before reacting to short-term market news.

Explore cryptocurrency, blockchain basics, and the difference between investing and speculation. Discuss volatility, custody, fraud risks, and the possibility of substantial or total loss.

Explore the dollar’s role in global trade and reserves. Learn how exchange rates, inflation, and international economic developments can affect purchasing power and investment decisions.

Understand the decisions behind your retirement paycheck.

Also offered as: Creating Paychecks in Retirement. Explore how Social Security, pensions, investments, and other sources may work together. Discuss withdrawal planning, taxes, inflation, and the need to make income last.

Explore eligibility, claiming ages, and the trade-offs behind benefit timing. Includes “3 Myths That Could Cost You Thousands” and “What It Is & How to Maximize Your Benefits,” with a focus on how household circumstances affect decisions.

Compare potential choices for a former employer’s retirement plan. Understand why fees, investment options, withdrawal rules, taxes, and plan features matter before moving or withdrawing retirement money.

Explore the financial questions behind living abroad in retirement. Compare cost of living, healthcare, residency requirements, currency exposure, and cross-border tax considerations before choosing a destination.

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Turn ideas and big decisions into informed next steps.

Also offered as: I Have a Business Idea - Where Do I Start? Explore your business idea, audience, startup costs, pricing, and cash-flow needs. Identify practical next steps for organizing, planning, and launching your business.

Designed for wedding planners and wedding-industry professionals. Explore pricing, seasonal income, business expenses, and the connection between your business finances and personal financial goals.

Build a working understanding of income, deductions, credits, and the difference between marginal and effective tax rates. Explore recordkeeping and questions to bring to a qualified tax professional.

Explore how property ownership and market investments may fit within a broader financial plan. Discuss cash flow, financing, equity, expenses, concentration, and the responsibilities that come with real estate.

Look beyond the purchase price to understand the full cost of homeownership. Explore down payments, mortgage terms, credit, closing costs, taxes, insurance, maintenance, and cash reserves.

Compare the potential benefits and trade-offs of making extra mortgage payments. Consider your interest rate, liquidity, other debts, retirement savings, and the opportunity cost of using cash to reduce the balance.

Build knowledge, practice stewardship, and share what you learn.

Explore Biblical principles of stewardship, generosity, work, honesty, debt, and wise counsel. Connect those principles to everyday money habits and the financial decisions your household faces.

Reflect on how your faith, values, and financial priorities fit together. Explore practical ways to plan intentionally, give generously, and steward resources with a clear sense of purpose.

Also offered as: Family Economics: Teaching Kids the Value of Money. Learn age-appropriate ways to talk about earning, spending, saving, giving, and investing. Build everyday activities that help children practice making money decisions.

Introduce young learners to companies, ownership, and how the stock market works. Use familiar brands and simple activities to discuss saving, investing, patience, and risk with parent or guardian involvement.

Explore what financial advisors do and how they help people think through money decisions. Introduce students to financial careers, useful skills, education pathways, and the importance of trust and responsibility.

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Learn the purpose of the documents and the conversations.

Understand how wills, trusts, beneficiary designations, and other planning tools may work together. Explore the decisions and family conversations that help clarify your wishes and prepare the next generation.

Build an educational checklist of people, documents, and decisions to consider. Explore beneficiaries, decision-makers, powers of attorney, healthcare directives, and the importance of coordinating professional guidance.

Learn what wills and trusts can and cannot do, and why funding, ownership, and beneficiary choices matter. Identify practical questions to discuss with an estate-planning attorney about your family’s circumstances.