skip navigation

Plan for Tomorrow

Live for today

Live for today

Let us help you plan for the future.

Case Studies

Making financial classes for women more engaging

July 21, 2014 By
financial classes for women

The Issue: How to make financial classes for women more engaging and welcoming while providing valuable skills for handling money. Who: Emily Adams is an agriculture and natural resources educator with Ohio State University Extension Service in Coshocton County. What: Adams runs Annie’s Project in Coshocton County. She also runs a follow-up financial education program […]

 

Date-night relationship classes for couples on money

September 27, 2013 By
lunch and learn financial education

The Issue: How to cover finances in a series of relationship classes – but in a way that’s fun enough to feel like a date. Who: Kylee Miller is a project manager at Marriage Matters Jackson, in Jackson, Michigan. The relationship education organization is housed at the United Way and was originally supported by a […]

 

Budgeting and Personal Finance Classes in Relationship Education

February 28, 2013 By
First Things First relationship education

The Issue: How to deliver effective budgeting and personal finance classes within healthy relationship education. Who: Deborah Gunn is the program manager for First Things First’s federally funded Healthy Marriage Demonstration Grant. First Things First is an award-winning not-for-profit dedicated to strengthening families in Hamilton County, Tennessee through relationship education, collaboration and mobilization. What: Through […]

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck