Improving your financial life through knowledge and planning.
Our most popular course!
“We were not taught financial literacy in school. It takes a lot of work and time to change your thinking and to become financially literate.”
Learn about Economic and Government influences that factor into retirement planning. Understand the risks and elements of long-term care planning either with or without insurance. Learn how to evaluate your current retirement situation. Learn how to consider the impact of different withdrawal strategies as well as the impact of timing on Social Security income. You can learn how various pension options can impact you and your family's financial situation. You will develop an understanding of the challenges of retirement and how to transition into a phase of life where you are no longer earning an income. You will learn about income strategies and how to develop a trusted team of advisors.
2 weeks, 4 hours of instruction.
Stay tuned for schedule
For 1:1 classes fill out the form below!
Learn how financial psychology develops and what your money attitudes are. Develop methods to change your financial behavior. Explore budgeting and account management fundamentals. Explore banking elements and understand your credit profile. Learn the qualities of loans and debt. Find out how various jobs, careers, and entrepreneurship can impact your financial situation; lending capacity and retirement prospects. Understand essential economic and government influences. Learn the basics of risk management and insurance. Finally, learn how to evaluate your current retirement situation and outlook realistically.
Financial Literacy Quizes
Financial Foundation Test - 8 Questions
Test your ability to make financial decisions you may face when you first move out on your own.
Advanced Financial Education Test - 8 Questions
Test a wide range of Financial Literacy Topics. Suitable for High School or College Students and Adults of all ages.
Classes and workshops under development:
For all ages, our modular professionally developed course material and activities cover concepts in areas of Financial Psychology: Accounts, Saving and Budgets: Income, Career, Business and Entrepreneurship; Credit, Debt and Loans, Risk Management and Insurance. All materials delivered by a Certified Financial Literacy instructor incorporating material developed by the nonprofit Financial Educators Council.
If you would like more information about courses or to schedule 1:1 courses, group classes or training at your location, please send a message,.
Children will learn about making choices, growing waiting muscles and learning, saving concepts They will learn a SMART Money system.
For more information or to learn about classes for your school, home school students or organization please complete the form below.
Why would I pay for a retirement workshop when I can take one for free at the steak house or at a seminar at work?
The typical "free seminar" is a sales pitch offering people products sold by the presenter or the presenter's sponsor.
At Investment Republic, our classes and workshops are not sales pitches. The coursework is based on curriculum developed by the Financial Educators Council and is not designed to steer sales of products or services.
4 weeks, 8 hours of instruction $79.00
Fall 2017 schedule is coming soon!
For 1:1 training, or more information, please complete the form below.