Training Overview Corporations Universities & Colleges Governments Organizations & Associations

A training program for government personnel or affiliate entities 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
  • The Impact of Savings
  • Using Credit Cards
  • Understanding Your Credit Report and Its Impact

Goals Setting & Personal Financial Management Strategies

  • Establishing 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
    (Government Specific Plans, Others)

Preventing Identity Theft and Personal Security Strategies

  • Security Risks
  • Daily Practices
  • Tips and Traps


Special Topics
Eric Dickerson Associates offers financial training in several special focus areas including:

  • Couples Issues
  • Funding College
  • Teaching Money Management to Your Children/Teens

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