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Association, Church & Community Organization Financial Education

Investing in Members' Financial Well-Being Makes Good Sense.  It can lead to increased engagement and even fundraising ability.

We Offer Four Series of Financial Education Programs to Cover a Variety of Needs

Accelerated Debt Elimination

Accelerated Debt Elimination

We'll teach your members the strategies that can enable them to get out of debt faster than they ever thought possible, including their mortgage, without spending one penny more than they're already spending.  No eating rice & beans, no cash envelopes, no materials to purchase, just straightforward, practical solutions that they can stay on track with.

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Passport to Retirement<sup>&#174; *</sup>

Passport to Retirement® *

Our flagship presentation, this class has a flexible delivery format allowing 4-10 hours of instruction to be presented in two or three-day sessions.  This course will help attendees to make sound financial decisions that can lead to retirement independence.

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College Planning 101<sup>*</sup>

College Planning 101*

Help your members put their children through college without jeopardizing their retirement savings.  Ideally suited for parents of college-bound high school students.

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Lunch &#38; Learn

Lunch & Learn

Shorter presentations on a variety of financial topics including:

  • Retirement Planning
  • Investing
  • Estate Planning Strategies
  • Insurance
  • Money
  • Lifestyle
  • Wealth & Wisdom EDU *
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These are strictly informational courses. You have our assurance that absolutely no "selling" or recommendations will take place during the course. At the end of the course, participants may be offered some type of analysis and/or complimentary consultation in the privacy of our office. They are welcome, but not required, to take advantage of this offer.

* Passport to Retirement®, College Planning 1010 and Wealth & Wisdom EDU represent third party presentations and are not affiliated with Compass Financial Strategies or LPL Financial.

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