Instructor, Certified Financial Educator - Cfed
CurrentHeartland Institute is an approved provider for SHRM's HR Certification Instutue and helps Human Resource professionals understand their fiduciary liabilities, responsibilities, and gives them the knowledge to help employees better understand the company benefits, budgeting, and basic financial management. As one of their instructors, we provide employees a Financial Wellness course - 6 hours of classroom and homework study - on topics: Mastering the six keys to financial success; Implementing tax-planning techniques; Identifying key investment strategies; Calculating your own retirement needs; Protecting yourself from unforeseen liabilities; and Providing for your children and grandchildren. Another feature to the Heartland Institute is their National Marketing firm: College Consultants of America, which specializes in assisting families "mitigate" the high cost of college through analysis and strategies in the college planning/funding/solutions process.
