Just Do Ten Things Right    NEW!

With so much personal finance information available (i.e., information overload), many people are looking for a “cookbook” with recipes to manage their money. In other words, a curated list of financial planning action steps. Need some evidence? The best-selling book, The Index Card, did exactly this and a quick scan of personal finance blogs, podcasts, and social media posts reveals common use of “teaser” titles including words like “steps,” “tips,” “ways,” “moves,” strategies,” and “ingredients.”

Media outlets know that content with tactical information attracts audiences. Just Do 10 Things Right is an “umbrella” class that will cover key financial topics including cash flow, saving/investing, insurance, taxes, and retirement and estate planning with ample time for participant questions.