The financial planning program teaches neurodivergent individuals how to plan and save for large purchases, retirement, and life events.
Financial planning: Beginner’s
Retirement:
Participants will learn about different retirement accounts 401k and 403b, IRA a Roth IRA, Annuities, Investment strategies, risk management, and social security.
Other Life Events:
Participants will learn about financial planning for life events such as home purchase and ownership, marriage, divorce, birth of a child or adoption, or changing jobs.
Financial planning: Intermediate
Participants will develop an understanding of different retirement accounts and their tax implications and develop a retirement income plan to maximize retirement savings.
Estate planning
Participants will develop an understanding wills and trusts and other estate planning documents.
Tax planning
Participants will develop an understanding of different tax brackets, and develop strategies to minimize tax liability.
Financial planning: Advanced
Retirement:
Participants will learn about different retirement accounts 401k and 403b, IRA a Roth IRA, Annuities, Investment strategies, risk management, and social security.
Other Life Events:
Participants will learn about financial planning for life events such as home purchase and ownership, marriage, divorce, birth of a child or adoption, or changing jobs.