Course modules included are:

    • What is retirement

      • What’s a Qualified Retirement Account

      • Pre-Tax vs Post Tax

      • Tax benefits and savings

      • Why you need your own account

    • Retirement basics

      • Self Employed Retirement Basics

      • Retirement options for employees

    • How to open accounts

      • Types of investments -and how you can invest with ethical companies you LOVE!

      • Risk level-what it means

      • Robo investors vs DIY vs Fiduciaries/Financial Advisors

    • Creating your financial future

      • Non-retirement contributions

      • Investing

      • Making a retirement plan that fits YOUR lifestyle

    • Financial Independence, Retire Early (FIRE)

      • What the FIRE movement is

      • What does financial independence mean to YOU

      • How you can make your own FIRE plan