Explore our comprehensive collection of resources designed to empower you on your financial journey. From informative guides and insightful articles to essential documents and tools, our resources page is your one-stop destination for unlocking valuable financial insights.

Forms and Checklists

Checklists and information to help you on your way to a strong financial outlook

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Financial Investments

Take control of your investments!

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Class Resources

Accompanying class materials.

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Retirement

Ensuring you are able to live with dignity and independence after you retire is critical to a sound retirement plan.

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Women in Finance

90% of all women will be solely responsible for their own or their family’s finances at some point in their lives. (1)

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(1)Forbes, Five Reasons Women Are Taking the Lead In Financial Planning  08/08/2017 

• FINRA 
  The Financial Industry Regulatory Authority (FINRA) is the largest independent regulator for all securities firms doing business in the United States. FINRA’s mission is to protect America’s investors by making sure the securities industry operates fairly and honestly.
• SEC 
  The SEC is responsible for implementing a series of regulatory initiatives required under the Dodd-Frank Wall Street Reform and Consumer Protection Act.