FREE Introductory Course in Real Financial Literacy

University In Your Home - Boardwalk School of Economics

  • 01

    An Introductory Course in Understanding your Financial GOALS and Estate Planning Needs.

    • A message from the Master Teacher and Mentor

    • How to use this course

    • Initial Survey

    • An Overview of Financial Planning and Building an Investment Portfolio

    • An Overview of the Estate Planning Process and the Power of the Revocable Living Trust

  • 02

    Let's Break it Down!

    • Video Overview of Boardwalk Certificate Programs

    • What is the Why of your Estate Planning Strategy?

    • Do You Have a Mentor?

    • A Final Analysis?

  • 03

    Next Steps...

    • Congrats! Here's what's next...

    • More resources for you

    • Course Evaluation