9375 East Shea Boulevard
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.
We are now offering East and West Coast class options for 2023!
7:00 PM – 9:00 PM EST6:00 PM – 8:00 PM CST
Session 1: Tuesday, January 10th Session 2: Tuesday, January 17th Session 3: Tuesday, January 24th Session 4: Tuesday, January 31st Session 5: Tuesday, February 7th Session 6: Tuesday, February 14th Session 7: Tuesday, February 21st Session 8: Tuesday, February 28th
6:30 PM – 8:30 PM PST7:30 PM – 9:30 PM MST
Session 1: Thursday, January 12th Session 2: Thursday, January 19th Session 3: Thursday, February 2nd Session 4: Thursday, February 9th Session 5: Thursday, February 16thSession 6: Thursday, February 23rd Session 7: Thursday, March 2nd Session 8: Thursday, March 16th
Whether you are younger and just getting started, at mid-career, or near 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 on Successful Money Management. 16 hours of training delivered in a group virtual setting.
Topics Discussed:• Your Personal Economic Model• Lifetime Financial Planning Process• The Truths About Investing• Understanding Tax Planning Strategies• Social Security Optimization• Life & Health Insurance Benefits• Estate Planning Basics• Understanding Your 401K & More!
Please keep in mind that you must commit to the entire 8-week program.
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.
What is a Chartered Federal Employee Benefits Consultant?How a Chartered Financial Consultant Can Help You Reach Financial GoalsWhat Does a Financial Advisor Do and Why Should You Hire One