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Financial Foundations Course

For many individuals, families, and business owners, understanding their finances can seem overwhelming.

For many individuals, families, and business owners, understanding their finances can seem overwhelming.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and help you to create a life that you love. Whether you are new to understanding your financial future or consider yourself financially literate, we encourage everyone to take part in this free 8-week Financial Foundations Course.

East Coast Session Schedule

6:30 PM – 8:30 PM ET
5:30 PM – 7:30 PM CT

Session 1: Tuesday, April 2
Session 2: Tuesday, April 9
Session 3: Tuesday, April 16
Session 4: Tuesday, April 23
Session 5: Tuesday, April 30
Session 6: Tuesday, May 7
Session 7: Tuesday, May 14
Session 8: Tuesday, May 21


West Coast Session Schedule

6:30 PM – 8:30 PM PT
7:30 PM – 9:30 PM MT

Session 1: Thursday, April 4
Session 2: Thursday, April 11
Session 3: Thursday, April 18
Session 4: Thursday, May 2
Session 5: Thursday, May 9
Session 6: Thursday, May 16
Session 7: Thursday, May 23
Session 8: Thursday, May 30


Through the proper optimization & understanding of your current financial condition you can be more secure in your financial future.

Whether you are younger and just getting started, at mid-career, near retirement, or in retirement, this workshop is for you! It makes little sense to accumulate a million dollars at retirement only to discover you lost a million along the way. Your financial future depends on how well you understand how money works and how to optimize your assets.

The Financial Foundations Course is presented by our most highly experienced Financial Advisor Coaches. We have learned the importance of providing financial education to help people work toward a more secure financial future. Attendees will learn 8 Financial Foundation lessons. 16 hours of training delivered in a group virtual setting.

Topics Discussed:
The Financial Planning Process
The Personal Economic Model
The Truths About Investing
Life & Health Insurance Benefits
Qualified Plans (401k, 403b, TSP, SIMPLE, SEP and Beyond)
Tax Planning Strategies
Estate Planning Basics
Social Security Optimization

Please keep in mind that you must commit to the entire 8-week program.

Perfect for Federal Employees

If you are a federal employee looking for a financial consultant, you need a Chartered Federal Employee Benefits Consultant (ChFEBC ℠). This is a financial services professional who can help you address your financial concerns. A Chartered Federal Employee Benefits Consultant has a thorough understanding of CSRS and FERS annuities, FEGLI, the Thrift Savings Plan, and other benefits available only to federal government workers.

We’re honored to say that Charles Pettit, Co-Founder, CEO, and CCO of CSP Financial Group, has earned this designation.

Read More:

What is a Chartered Federal Employee Benefits Consultant?
How a Chartered Financial Consultant Can Help You Reach Financial Goals
What Does a Financial Advisor Do and Why Should You Hire One