What is it?

A personal finance class for you. No cost. No strings. Join us as we share the hope of financial freedom.

When is it?

Financial Foundations happens live online, once a month, January through October.

COVID-19 UPDATE: Due to these unfortunate circumstances, our Financial Foundations workshops are available virtually on our YouTube page.

What's the cost?

Financial Foundations is completely free. No strings attached. Our hope is to help you pursue your dreams and preserve your values.

financial foundations personal finance class

Session 3: Budgeting

March 23, 2021

financial foundations personal finance class

Session 4: Retirement

April 20, 2021

financial foundations personal finance class

Session 5: Social Security

May 25, 2021

financial foundations personal finance class

Session 6: Investing

June 22, 2021

financial foundations personal finance class

Session 7: College Funding

July 20, 2021

financial foundations personal finance class

Session 8: Insurance

August 24, 2021

financial foundations personal finance class

Session 9: Estate Planning

September 21, 2021

financial foundations personal finance class

Session 10: Strategic Giving

October 26, 2021

OUR RANGE OF Services

With all of our services, we take a people-first approach.

Everything we do is designed to help you pursue your dreams and preserve your values.

We offer services for Retirement Planning, Cash Flow Strategy and Planning, Estate Planning, Education Planning, Debt Reduction Planning, and Savings.

We offer a diverse group of non-proprietary securities which we cater to your values and philosophy.

We understand that implementing a new plan means uprooting an old one. For that reason, we will also assist with paperwork and navigate the transition with you.

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We offer services for IRAs, Roth and SIMPLE IRAs, 401(k) and 403(b), Standard Pension Plans, Simplified Employee Pensions (SEPs), and Municipal 457s.

We’ll be here to assist you with the paperwork and navigating the transition from your old plan to your new one.

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Our life-focused services include Life Insurance, Disability Insurance Planning, Long-Term Care Planning, Estate Planning, and much more.

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Financial Foundations is our series of FREE – once a month – personal financial workshops. From conquering debt to saving for your future, these workshops will help you pursue your goals.​

Learn More Today

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.
Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member of FINRA and SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, KY, LA, MD, MI, MO, MS, NC, ND, NH, NY, OH, OK, PA, SC, TN, TX, VA, WI.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright © 2021. Benchmark Wealth Management

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