Financial Management

Financial Management

Your knowledge of financial management will guide you through some of the toughest decisions in your life where you can take advantage of opportunities and benefits and avoid making costly mistakes. Financial literacy is a basic skill that is rarely taught early enough despite the clear benefits of developing that awareness at a young age.

Financial Management

To help close that gap, we offer a variety of educational services covering:

  • Calculating Interest
  • Loan Amortization
  • Mortgages & Escrow
  • Managing Credit Card Debt
  • Improving Credit Scores
  • Budgeting Income & Expenses
  • Investment Strategies
  • Income Tax Optimization
  • Tracking Net Worth
  • Retirement Planning
  • Life Insurance Analysis
  • Estate Planning

Testimonials from some of our students . . .

My life would be a lot different right now if someone taught me this stuff when I was younger. I wish I did this 20 years ago! Thank you!
Devin
I thought this was going to be one of those free seminars where they only tease you with the information you want and then make you buy something later, but this one actually covered all the things that help you and it was free! ACTUALLY FREE! They were all volunteers! Take advantage of their offers. They really do want to help you.
Michael
My counseling session was like getting Cliff's Notes for all the financial mistakes I was going to make over my life. You owe it to yourself to do it. I can't even guess how much money this guy probably just saved me.
Jesse
Do yourself a favor and take these classes! Don't wait. Do it now.
Roberto
I was surprised to find out how much I didn't know about my finances. I always thought I would just figure it out like everyone else like it's just part of life to struggle with it. This seminar made me feel like I got a big head start. I know what to do now and what mistakes to avoid and it makes me feel so much better about my future.
Imani
The funny thing is that I would have paid a lot of money for what I got from it. I'm sharing this with my kids and my parents and they are all happy I went.
Carlos
My roommate kind of dragged me to this seminar and I was planning on leaving early, but I stayed the whole time and left wondering why none of this is taught in school. Wow! This should be a required class in high school! I downloaded the [financial workbook] and spent the next day plugging in all my info and I think I finally understand my spending habits and how to get out of debt. I would have saved a lot of money if I learned all this in high school.
Tristen
Not kidding when I say Dr. Michalicek turned us around and I mean he really, really helped us. Rich kids probably learn this from their parents, but he was there for the rest of us and we get it now.
Esteban
I graduate in two weeks with a BS in Education and I think this 2-hour seminar had more of an impact on my future than anything I learned in school. The light-bulb moments just kept coming and it all makes sense! Thank you!
Candace
Would I recommend this seminar to my friends? Are you kidding me? This was like having my future self come back in time and tell me exactly what to do and not to do to get rich. ████ yeah, I’d recommend this to everyone!
Cody
I never even knew how much I needed to know this! It just never came up in school and my parents never taught me. I'm so glad I did this.
Kayla

If you are a current or former student, please email us directly if you would like to provide confidential feedback or submit a public testimonial.