Understanding the many financial needs of veterans as they transition to civilian life, we have created introductory workshops on the basics of personal finance, using the principals of our 5 Buckets, 4 Shovels model to promote financial security, and tailoring the content to the specific needs of veterans and military spouses.

Our 60-minute workshop covers the following topics:

The Psychology of Money
Building & Managing Credit
Budgeting & Saving
Building Wealth
The Basics of Investing
Retirement Planning
Insurance & Risk Management