Need help getting started? Here are some downloadable PDFs to reference.

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.
• WISER: The Women’s Institute for a Secure Retirement (WISER) is dedicated to the education and advocacy that will improve the long-term financial quality of life for women.