A training program for corporate personnel can include the following financial topics. Programs for other topics can be developed upon request.

Basic Financial Management Practices

• Creating & Maintaining an Effective Budget
• Debt & Debt Management
• Fundamentals of Loans & Borrowing
• Impact of Savings
• Using Credit Cards
• Understanding Your Credit Report and Its Impact

Goals Setting & Personal Financial Management Strategies

• Establishing Financial Goals
• What Strategy is Best for You
• Creating and Maintaining a Strategy

Insurance

• How it works
• What Types Do I Need?
• Insurance as You Grow
• How Your Insurance Planning Can Protect Your Assets

Your Legal Documents

• Introduction to Wills, Living Wills & Powers of Attorney
• Estates Planning, Trusts
• Why You Must Have Them!

General Investment Review

• Introduction to Investment Products (Stocks, Bonds, Mutual Funds, Etc.) |
• How Do I Get Into the Game?
• The Right Advisor for Me

General Retirement Information

• What You Need to Know
• How to Begin
• Charting a Course
• Understanding Retirement Plans (401K, Pension, Etc.)

Preventing Identity Theft and Personal Security Strategies

• Security Risks
• Daily Practices
• Tips and Traps
  
  
  

Special Focus Areas
Eric Dickerson Associates offers financial management training in several special focus areas including:

• Financial Management for Couples
• Financial Management for Women
• Funding College
• Teaching Money Management to Your Children/Teens