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Classes & Education

Boost confidence and financial IQ

Offer classes designed to guide and support people through the process of building a financial plan and making decisions about their money.

Portfolio and Asset Allocation Strategies

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Introduction to Home Ownership

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Expense and Budget Planning

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30+ Classes

Whether someone is just getting started, or they’re confident with their money — we offer classes on a variety of topics that support people no matter where they’re at. We even offer an 8-week guided course to building a financial plan in a group setting with one of our financial wellness coaches.
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Many ways to learn

Our learning management system lets people easily access the mode of learning that works best for them. People can attend live classes with like-minded people or go at their own pace with pre-recorded lessons.
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Monthly Q&As

Every month our team offers live Q&A sessions over Zoom exclusively to class members.

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We're making an impact

“I wasn’t sure what to expect from this course but I think it adds another dimension to financial planning and strategy that is beyond what I can learn on my own.” Rebecca
“I wasn’t sure what to expect from this course but I think it adds another dimension to financial planning and strategy that is beyond what I can learn on my own.” Rebecca

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We can help you boost your financial wellness offerings.

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Disclaimer: The content, calculators, and tools on Boldin.com are for informational and educational purposes only and are not investment advice. They apply financial concepts in a general manner and include hypotheticals based on information you provide. For retirement planning, you should consider other assets, income, and investments such as equity in a home or savings accounts in addition to your retirement savings in an IRA or qualified plan such as a 401(k). Among other things, Boldin provides you with a way to estimate your future retirement income needs and assess the impact of different scenarios on retirement income. Boldin Planner and PlannerPlus are tools that individuals can use on their own behalf to help think through their future plans, but should not be acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. Boldin strives to keep its information and tools accurate and up to date. The information presented is based on objective analysis, but it may not be the same that you find on a particular financial institution, service provider or specific product's site. All content, tools, financial products, calculations, estimates, forecasts, comparison shopping products and services are presented without warranty.