Brian's Financial Education Classes
- Brian teaches our financial education classes to business owners, their employees and individuals at local learning centers as well as area colleges.
- Financial Education is needed today since most individuals are responsible for designing and funding their own retirement. There has been a shift from defined benefit pension plans - that provide a guaranteed monthly income for life - to self directed retirement plans. He helps class attendees to define how much income they will need during their retirement years, understands their various sources of retirement income and provides practical strategies on how to manage their investments to and through their retirement years.
- His classes are objective. He does not discuss any specific products. He focuses on the fundamentals of financial planning and strategies to help improve your overall financial plan.
- His classes are comprehensive. The six hour class covers all areas of personal finance including; life planning for retirement, retirement needs and expenses, retirement roadblocks and mistakes, retirement income sources, retirement income strategies, investment planning, tax planning, long term health care strategies and lastly estate planning. And most importantly how to coordinate all of these areas into a workable and understandable plan.
- Many individuals have never had any real financial education. You can find trendy financial news anywhere, however, it is difficult to use this information to help you make good decisions. His classes focus on the fundamentals of total financial planning and he gives you practical strategies to help improve your situation. You can then be in the best possible position to make well informed educated decisions
