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Rock Bridge Financial Wellness Course
Rock Bridge Wellness Introduction
RockBridge Financial Wellness Skill Course 2017
Session Objectives
What is Financial Wellness?
Making a Financial Plan: Income/Spending
You can achieve it
Making a Financial Plan: Assets
Making a Financial Plan: Liabilities
Making a Financial Plan: Income/Spending
Making a Financial Plan: Goals
Making a Financial Plan: Strategies
Review
Cutting Costs
Savings
Investments: Risks
Investments: Options
Credit and Debt: Credit Cards
Credit and Debt: Loans
Major Lift Events
Financial Problems
Review
Financial Wellness Exam
Financial Wellness Exam
Certificate (Upon Completion of Course)
Certificate of Completion
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