Ask The Expert: Financial Services and Your Future

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Course curriculum

  • 1

    When and How to Refinance Your Home

    • When and How to Refinance Your Home - David Pelosi

    • Mortgage Refi Presentation (1).pdf

  • 2

    Planning Ahead (Time & Money) w/Becca Rich

    • Planning Ahead (Time & Money) w/Becca Rich

  • 3

    Your Financial Plan w/ Tiffany "The Budgetnista"

    • How to Get Your Finances in Order Without a Financial Advisor w/ Tiffany "The Budgetnista"

    • Lesson Notes: DIY Financial Advisor

  • 4

    The Hidden Costs of Home Buying w/Teresa Pastor

    • The Hidden Costs of Home Buying w/Teresa Pastor

  • 5

    Rolling Over Your 401K - Kevin L. Matthews II

    • Rolling Over Your 401K w/ Kevin L. Matthews II

  • 6

    Dream Builder Spotlight: Enough is a Feast w/ Therese Myers

    • Dream Builder Spotlight: Enough is a Feast w/ Therese Myers

  • 7

    House Hacking 101 w/ Kendra Barnes

    • House Hacking 101 w/Kendra Barnes

    • The Rental Property 90 Day Action Plan Ebook (promo code: takeaction)

  • 8

    How to Prepare Your Kids Now for Their Financial Future w/ Kevin Matthews II

    • How to Prepare Your Kids Now for Their Financial Future w/ Kevin Matthews II

  • 9

    Lose the Excuses:How to Stop Being a Procrastinator w/ Shanita Brown

    • Lose the Excuses:How to Stop Being a Procrastinator w/ Shanita Brown

  • 10

    Tax Free Retirement & Guaranteed Lifelong Income w/ Robinne Alexander

    • Tax Free Retirement & Guaranteed Lifelong Income w/ Robinne Alexander

  • 11

    Estate Planning Decoded (A Three Part Series) with Art Steele

    • Estate Planning Decoded - What to Expect

    • Planning for Incapacity - The First Step to Your Estate Plan

    • The Key to Building Generational Wealth

    • Solopreneur Contingency Plan

  • 12

    Next Level: The Multi-Unit Master Plan

    • Next Level: The Multi-Unit Master Plan - Kendra Barnes

  • 13

    Next Level: Investing w/ Kevin L. Matthews II

    • Next Level: Investing Beyond the Basics w/ Kevin L. Matthews II

  • 14

    How to Get Over the Down Payment Hurdle

    • How to Get Over the Down Payment Hurdle w/ Kendra Barnes

    • Home Budget Guide

    • Quick & Easy Credit Boost (pdf)

  • 15

    Keys to Your Financial Success

    • Keys to Your Financial Success- Juan Rawls

    • Free Gift - How to Put Over $1,000 In your Pocket Without Receiving a Raise

    • Recommended Percentages

  • 16

    Building A Legacy: Estate Planning

    • Building A Legacy: Estate Planning - Art Steele

  • 17

    5 Tips to Making Money Trading the Stock Market

    • 5 Tips to Making Money Trading the Stock Market- Tela Holcomb

    • 5 Pro Tips Workshop Worksheets

    • Stock Market Resources

  • 18

    Finding Your Retirement Why

    • Finding Your Retirement Why - Benjamin Brandt

  • 19

    Maximizing Your Benefits

    • Maximizing Your Benefits - Jackie Cummings Koski

    • Maximizing Employee Benefits (pdf)

  • 20

    How to Set and Accomplish Your Goals

    • How to Set and Accomplish Your Goals - Natasha M. Campbell

    • Your Task!

  • 21

    Stock Market Investing

    • Stock Market Investing - Mabel Nunez

  • 22

    Home Buying

    • Home Buying - Courtney Y. Rozier

  • 23

    A Financial Advisor

    • A Financial Advisor-Mary C. Wright

  • 24

    Ask an Insurance Agent

    • Ask an Insurance Agent-Zanetta Glover

  • 25

    Life Insurance Demystified

    • Life Insurance Demystified - Mary C. Wright

  • 26

    Next Level: Investing Beyond the Basics w/ Kevin L. Matthews II

    • Next Level: Investing Beyond the Basics

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