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Surplus Return

a Subsidiary of Bid 'n' Ask

Book an appointment using Setmore

Personal Finance Program

BONUS LESSON 1: Overview of a Financial Plan

FREE

MODULE 1: TOOLS FOR FINANCIAL PLANNING

Lesson 2: Applying Time Value Concepts

Lesson 3: Planning with Personal Financial Statements

Lesson 4: Using Tax Concepts for Planning

$99.00

MODULE 2: MANAGING YOUR FINANCIAL RESOURCES

Lesson 5: Banking Services and Managing Your Money

Lesson 6: Assessing, Managing, and Securing Your Credit

Lesson 7: Purchasing and Financial a Home

$99.00

MODULE 3: PROTECTING YOUR WEALTH                                                                                                               $99.00

Lesson 8: Auto and Homeowner's Insurance

Lesson 9: Health and Life Insurance

MODULE 4: PERSONAL INVESTING                                                                                                  $99.00

Lesson 10: Investing Fundamentals

Lesson 11: Investing in Stocks

Lesson 12: Investing in Bonds

Lesson 13: Investing in Mutual Funds

MODULE 5: RETIREMENT AND ESTATE PLANNING                                                                          $99.00

Lesson 14: Retirement Planning

Lesson 15: Estate Planning

BONUS LESSON 16: SYNTHESIS OF FINANCIAL PLANNING                                                               FREE

BONUS LESSON 17: PROJECTS                                                                                                            FREE

BONUS LESSON 18: YOUR CAREER                                                                                                    FREE

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