Financial
Education

Financial Education empowers you to understand and maximize whatever level of income you earn. In return, it can help you to completely transform your life.

By learning about the process of financial management and learning what you can do to better organize your life through Financial Education, you can be on the path to accomplish your goals.

Shift your mindset from “surviving” to “thriving” with the power of Financial Education.

Financial Education for Individuals.

Are you ready to gain an understanding of what's happening in your personal financial world?

Finances seep into every area of your life, whether you think it is going to or not. By understanding what’s happening in your personal financial world, you can be on the path to financial success.

Financial success is just one of important components in life that we seek to help you pursue. In order to live your ideal life now and well into your future, you need a clear understanding of what your “means” actually “means” to your meaning! That is where our LifePrint® Advantage can help.

individual financial education

For Individuals Our Financial Education Covers Areas Such As:

  • bullet Retirement Planning
  • bullet Tax & Estate Planning
  • bullet Insurance
  • bullet Investment Management
  • bullet Lifestyle Budgeting
  • bullet Life Goals Setting and More

Financial Education Programs for Outplacement Firms.

Would you like to ehance the level of employment services you offer? We can help...

Outplacement Firms engage us to work with their candidates as they are going through a change of career or job transition.

By taking a candidate through our proprietary LifePrint® Advantage process, we will help them discover what is most important to them in life first and foremost.

Then, we help them set current and future goals and identify the financial requirements and course of action needed to get there.

outplacement financial education

For Individuals Who Are Experiencing a Job Transition Our Financial Education Covers Areas Such As:

  • bullet Minimum Income Requirements
  • bullet Monthly Savings & Rate of Return Needs
  • bullet Severance Pay Considerations
  • bullet 401(k) & Retirement Plan Roll Over Options
  • bullet COBRA, Life & Health Insurance Options

Financial Education for Corporations.

Searching for ways to retain and attract new talent?

Corporations elect to engage us as part of their Employee Retention & Benefits programs for their executives and key employees.

Through our proprietary LifePrint® Advantage process, we seek to help employees set and achieve life and financial goals within the current organization. The end result can help you to increase company morale and employee retention.

corporation financial education

For Corporations Our Financial Education Program Covers Areas Such As:

  • bullet Retirement Planning
  • bullet Tax & Estate Planning
  • bullet Insurance
  • bullet Investment Management
  • bullet Lifestyle Budgeting
  • bullet Life Goals Setting and More

Ready to kickstart your financial education journey?

Call us to schedule a no-hassle consultation to meet with us and learn more about our Financial Education services.

Second Opinion Partners