Vernon Lunchtime Vernon Evening Merritt Lake Country
Section 1 Earnings & Savings
  Module 1 Budgeting Money January 9, 2018 January 4, 2018 January 10, 2018  
  Module 2 Income and Taxation January 16, 2018 January 11, 2018  
  Module 3 Banking Services January 23, 2018 January 18, 2018 January 24, 2018  
  Module 4 Interest Module January 30, 2018 January 25, 2018  
  Module 5 Credit February 6, 2018 February 1, 2018 February 07, 2018  
  Module 6 Account Types February 13, 2018 February 8, 2018  
Section 2 Wealth Planning Basics
  Module 7 Planning Benefits February 20, 2018 February 15, 2018 February 21, 2018  
  Module 8 Wealth Planning Stages February 27, 2018 February 22, 2018  
  Module 9 Financial Documentation March 6, 2018 March 1, 2018 March 7, 2018  
Section 3 Investing
  Module 10 Asset Classes March 13, 2018 March 8, 2018 March 7, 2018  
  Module 11 Market and Investment Vehicles March 20, 2018 March 15, 2018 March 21, 2018  
  Module 12 Risk and Diversification March 27, 2018 March 22, 2018  
  Module 13 Risk and Tolerance Profile April 3, 2018 March 29, 2018 April 4, 2018  
  Module 14 Building a Portfolio April 10, 2018 April 5, 2018  
  Module 15 Understanding Fees April 17, 2018 April 12, 2018 April 18, 2018  
Section 4 Advanced Planning
  Module 16 Will and Estates April 24, 2018 April 19, 2018 April 18, 2018  
  Module 17 Insurance May 1, 2018 April 26, 2018 May 2, 2018  
  Module 18 Charitable Giving  May 8, 2018 May 3, 2018  
  Module 19 Trusts May 15, 2018 May 10, 2018 May 16, 2018  
  Module 20 Inheritance May 22, 2018 May 17, 2018  

 

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