529-Plans

Financial Education Modules

Dozens of interactive learning modules on planning, saving, and borrowing with something for everyone regardless of financial circumstance. Each Module can be consumed in 3 to 6 minutes in order to fit everyone's busy lifestyle.
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Financial Wellness Counselors

Call and speak with our caring, certified experts to explore options for achieving financial wellness. Get debt management, first-time home buying, and credit repair assistance without any sales pitch.
 
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Webinar Wednesday

Webinar Wednesdays are a great way to pick up some new financial skills that can have a real impact on your life. Each webinar is about 30 minutes long, so the time commitment is minimal, but the benefits are great.
 
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Podcasts

Listen to Podcasts ranging from retirement planning to borrowing effectively to building a firm financial foundation. Create a personalized playlist based on your financial goals and understanding.
 
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Financial Check-Ups

The topic of wellness is on everyone’s mind, but don’t forget about your financial wellness!  A financial check-up will help you apply healthy financial habits in your daily life. When is the last time you assessed your financial health?
 
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Financial Coach

 You schedule annual check-ups with your doctor and car mechanic. Why not review your finances with a fun, judgment-free Financial Coach?
Lea, our virtual financial coach, has decades of financial counseling expertise and speaks without using financial jargon.
 
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