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Choosing a Financial Planner (YouTube)Learn the four important steps to take when choosing a financial planner. This video series includes an overview of knowing when you need the services of a financial planner, looking for a financial planner and choosing the right one, the importance of full disclosure and how to contact a financial planning professional. |
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Financial Planning Basics (YouTube)Learn the six important steps in the financial planning process. This video series includes an overview of establishing your goals, gathering data for your financial plan, analyzing and evaluating your financial status, developing and implementing the plan and monitoring the plan and making necessary adjustments. |
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How Can I Afford Retirement?"How can I afford retirement?” is one of the major questions the baby boomer generation is asking as they become eligible for Social Security. This program is designed for individuals at all levels of investment experience who are either approaching retirement or have recently retired. Participants will learn to make informed choices, recognize and avoid investment fraud, and manage their retirement finances effectively. |
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How to Create a Budget (YouTube)Learn the four important steps to creating a budget. This video series includes an overview of understanding the definition of a budget, calculating your income and expenses, taking financial control and reducing debt. |
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How to Financially Survive a Job Loss (YouTube)Learn the four important steps to surviving a job loss. This video series includes an overview of putting a plan into place, understanding severance packages, thinking about insurance and retirement plans and creating a spending plan. |
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How to Repair Your Credit (YouTube)Learn the four important steps to improving your credit. This video series includes an overview of checking your credit, reading and correcting credit reports, improving your credit and getting out of debt. |
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How to Save Money (YouTube)Learn the four important steps to saving money. This video series includes an overview of cutting out avoidable expenses, reducing variable spending, planning for lower fixed costs and making hard decisions.
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Investing Basics: Be a Smart Investor (YouTube)Learn the four important steps to becoming a smart investor. This video series includes an overview of creating an investment plan, choosing investments, investing approaches that work and managing your investments. |
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Kids & Money (YouTube)Learn the four important steps to teaching kids about money. This video series includes an overview of how and when to start the conversation and ways that children can earn, save and spend money. |
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Social Security PredictorSocial Security is a cornerstone of retirement planning in the U.S. As such, FPA was compelled to create a tool that helps individuals understand the issue in a personal and engaging way. Learn about the Social Security insolvency issue and ways you can encourage lawmakers to fix the problem. |
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Developing Financial Literacy: Estate Planning (YouTube)This video is geared towards Hispanics who have accumulated wealth in this country and now want to protect it and pass it on to their heirs as efficiently as possible. It also addresses the very basic estate planning functions including having a will, the purpose of a power of attorney, estate taxes, the purpose of trusts, and the benefits of planning and working with trained professionals. |
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Como Adquirir El Conocimiento Financiero (YouTube)This video addresses the needs of Hispanics and “Spanish speaking” individuals just entering our financial system who may or may not be aware of how our economy functions. The video addresses the very basic nuances of our financial system. Topics include why one should have a checking and savings account, the importance of credit and paying your bills on time, how to establish credit, emergency funds, budgets, taxes and much more. |
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Como Maximizar El Valor De Su Dinero (YouTube)This video is geared towards individuals who are already established within our economy and financial system. It addresses different savings plans (i.e. mutual funds, stocks, bonds), investments, saving for education, retirement, insurance, protecting family assets, mortgages, budgets, and the importance of planning and working with a Certified Financial Planner™. |
