Personal
WHAT DOES YOUR PERSONAL FINANCIAL FUTURE HOLD?
If you don’t have a tailored financial plan for your future, you’re not alone. Tens of thousands of highly intelligent successful individuals never quite get around to organizing their finances and putting a plan in place to secure their future.
YOU KNOW IT'S IMPORTANT, BUT YOU JUST PUT IT OFF, RIGHT?
As Americans, we are great at looking after the needs of others but when it comes to ourselves, we often move to the bottom of the ‘to-do’ list. It’s easy to look at the unordered bank statements, shoe box of receipts (many of them for shoes) and scattered pay slips and think ‘I will get to that’.
THE VINCITA INSTITUTE ALTERNATIVE
We provide individuals our Off-Site Personal Financial Literacy Workshops. Each workshop-styled sessions is tailored to address the specific learning needs of individual participants.
Our Personal Financial Literacy Workshop series is specifically designed for people who haven’t taken the time to understand their various financial options, or taken a step back to view their financial profile from a broader financial perspective.
We have found that many our our participants want simple, jargon-free information, on how to set goals, learn about financial options and make sensible decisions that will optimize the money they earn today to maximize their lifestyles tomorrow. All without sales pitches, as we offer no products or services, just solutions to many of your perplexing financial questions..
PERSONAL FINANCIAL LITERACY CATEGORIES
- Cash Management
- Credit/Debt Management
- Asset Protection
- Basic Investment Concepts
- Advanced investment Concepts
- College Funding
- Personal Tax Tips
- Retirement Funding options
- Estate Conservative
Many individuals and employer organizations find that our Popular Series Courses best meet their needs (i.e. Early Career Series, Mid Career Series, Retirement Series, etc.) Courses that are included in each series can be seen here.
Listed below are courses currently accepting registration. To register, click on the highlighted class or classes you would like to sign up for, you will be transferred to our online registration form. Once there, you will able to review the course details prior to registering.