Personal Financial Management

Partner: SunTrust Bank, now Truist

Fee: Free

This seminar takes attendees through a five-step process for eliminating debt. It includes guidelines for assessing their current financial situation, creating a household budget, suggests strategies for refinancing loans, prioritizing debt repayment, and adjusting spending and saving behavior.

Partner: SunTrust Bank, now Truist

Fee: Free

This seminar outlines the differences between employer-sponsored retirement plans and Individual Retirement Accounts (IRAs), and between traditional and Roth plans. It also explains

the tenets of successful retirement planning: start early, save consistently and aggressively, invest for growth, and maximize your tax-savings opportunities.

Partner: SunTrust Bank, now Truist

Fee: Free

This seminar will encourage participants to determine how they’re spending their money and provide simple, practical approaches to spending less and saving more.

Partner: SunTrust Bank, now Truist

Fee: Free

Due to unprecedented times, the traditional Budgeting Basics module had been edited to provide a special edition version that focuses solely on “Budgeting During a Crisis.” While every individual situation is different, the goal of this is to provide participants with crisis-budgeting best practices, ideas on creative income streams and information about resources available to help during this time.