Course curriculum

  1. 1

    • Welcome to the Course!
  2. 2

    • What Issues Should I Consider At The Start of the Year?

    • What Issues Should I Consider When Starting Out Financially?

    • What Issues Should I Consider When Buying a Home?

    • What Accounts Should I Consider If I Want To Save More?

    • What Issues Should I Consider When Moving Out Of State?

    • What Issues Should I Consider When Starting A New Job?

    • What Issues Should I Consider If I Get A Promotion Or Raise At Work?

    • What Issues Should I Consider If I Lose My Job?

    • What Issues Should I Consider For My Aging Parents?

    • Selecting the Right Financial Planner For You
  3. 3

    • What Issues Should I Consider When Having Or Adopting A Child?
  4. 4

    • What Issues Should I Consider When Getting Married?

    • Happily Ever After: Financial Planning For Newlyweds

    • Getting Remarried Soon? Add These 5 Financial Tasks to Your To-Do List
  5. 5

    • What Issues Should I Consider During My Divorce?
  6. 6

    • Dealing with the Aftermath of Losing a Loved One

    • What Issues Should I Consider If I Experience A Sudden Wealth Event?

    • What Issues Should I Consider If My Spouse Passed Away?

    • What Issues Should I Consider If My Parent Passed Away?