Personal Finance Classes in Houston, TX

Do you ever wish you could have a consistently positive relationship with money and know that the way you earn, save, spend and invest money is in total alignment with your values? If you were asked your personal values, you could probably come up with a big list – adventure, family, compassion, community, and so on. However, somewhere along the...

Did you know that women often make the best investors? Whether you’re single, widowed, married, employed, or retired, you need to know how to improve your current financial picture. Learn the importance of portfolio allocation, how to select an investment advisor, and how to select investments for growth, income, and safety.  We’ll also...

Learn how to invest intelligently and profitably to secure your financial future. Find out how to select a financial advisor, and what you need to know about annuities, bonds, gold, mutual funds, stocks, real estate, and Social Security. Pick up tax-savings ideas, and find out how to manage credit and debt, and increase FICO scores.  Discover...

A transformative personal finance class teaching you how your money works, the steps needed to achieve financial freedom, and how to organize your finances into an efficient game plan.   The 5-Step Guide The 5-Step Guide is focused on educational topics, tools, and strategies to better manage your money and make smarter financial decisions....

Filing for Social Security benefits can be stressful. Failing to use the right strategy when choosing when and how to claim benefits can cost you a lot of money, and potentially put your surviving spouse at financial risk. Don't leave thousands of dollars "on the table" simply because you don't understand how to optimize your benefits.  Join...

Preserving Family Assets from Estate Taxes, Nursing Home Costs and More Learn how to legally avoid estate taxes and nursing home costs and keep family assets from ending up in unwanted hands, while maintaining control of your assets. You will be taught what needs to be done in order to pass assets to children free of estate tax, how you can protect...

The Tax Cuts and Jobs Act (TCJA), passed in December 2017, made several significant changes to the individual income tax. What provisions in the new tax law could affect you and your family in retirement? In this two-session course, you'll learn important details about the retirement tax updates and how they can make an impact on your retirement. ...

This workshop will be hosted online (Livestream) due to safety considerations, please check out the "Preparation" section on the bottom of this page. Registered participants will be notified in advance of this program with information on how to log in to the workshop. There is little to no financial education or information around money in our education...

Feng Shui: How to Strengthen & Thrive Through a Time of Crisis What you’ll learn: This series will teach us how to apply the tools and wisdom of Feng Shui, an ancient shamanic tradition, to cultivate skillful action and inner strength in this time of crisis. Each class will include calming heart meditations, breathwork and gentle movement...

This workshop is perfect for professionals looking to move to the next level in their career. Build a professional brand story and learn what makes a sellable profile. Whether you are looking to move up, pivot your focus, or find the right next role, build a professional story that helps you stand out. You’ll learn and apply best practices to enhance...

Whether just getting started or already in business, developing a sound business plan is essential for obtaining many types of financing and helps evaluate opportunities. Find out how to go about creating one. Learn about revenue, direct costs, margins and overhead.  Other topics include  defining market opportunities unique selling advantages...

Whether just getting started or already in business, developing a sound business plan is essential for obtaining many types of financing and helps evaluate opportunities. Find out how to go about creating one. Learn about revenue, direct costs, margins and overhead.  Other topics include  defining market opportunities unique selling advantages...

Putting together a financial roadmap for creating and running your business is the first and most critical step in building success. Learn how to construct and maintain your roadmap during the start-up and growth phases of your business. In this session you will discover: how to build a budget how to follow a budget how to...