An Establishment Class:

Crafting Financial Plans

A financial plan isn’t just for the wealthy. No matter how much money you have, a financial plan can help you create a path to make your financial goals more within reach. Together, we’ll learn how to build something strong, stable, and seriously impressive: your financial plan.

At our Crafting Financial Plans class, we’ll teach you the process—and importance—of building a plan that provides direction now and far into the future.

With the help of our educators, we’ll break down financial planning misconceptions and build up knowledge to help you make smart choices with your money that can help to achieve financial success. We’ll cover the key steps for building a financial plan and take a closer look at what your goals and dreams mean to your bigger financial picture. You’ll walk away with a solid understanding of financial planning—and a newfound excitement for what’s to come.


In this class expect to learn:

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April 2021

Phil Held, LACP

Crafting Financial Plans


Online Class | 6:00PM - 7:00PM EST