eLearning Courses for Government/Schools/Tax-Exempt

For workers with 403(b) and 457(b) plans

family expenses jigsaw puzzle

Tax-Smart Retirement Saving
and Financial Planning

Early-, mid-, and late-career courses

  • Identify goals and savings needed.
  • Compare tax-saving account benefits
    — 403(b)s, 457(b)s, 401(k)s, IRAs, Roth IRAs.
  • Estimate income needs/savings growth.
  • Estimate retirement income.
  • Learn how to invest for short-, intermediate-, and long-term goals.
  • Plan for child education, long-term care, and estate transfers.
  • For Late-Career, plan tax-efficient income
    — 403(b)s, 457(b)s, 401(k)s, IRAs, Roth IRAs, and other savings
  • Make your financial/retirement plan with a step-by-step guide by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional.

money calculator

Be Money Smart
— Take Charge Now

Be financially independent.

  • Manage money for your goals.
  • Budget to modify spending
  • Manage credit and debt.
  • Manage risk with insurance
  • Increase savings.
  • Build savings with tax-smart accounts
    — 403(b)s, 457(b)s, 401(k)s, IRAs, Roth IRAs
  • Improve financial records
  • Plan your actions with a step-by-step guide by Debbie Mason, a
    CERTIFIED FINANCIAL PLANNER™ professional.

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Interested in an eLearning training solution? Contact Us


Flexible Online Delivery

  • Internet-based — learn anywhere
  • SCORM and 508 compliant
  • Deliver on any Learning Management System (LMS)

Procurement

  • Purchase card or order
  • Contact us to get started