online Personal Finance Classes for You
No Strings. No Cost.
If you've known us for long, you know education is at the heart of Benchmark.
What is it?
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.
Session 1: Debt
January 26, 2021
Session 2: Saving
February 23, 2021
Session 3: Budgeting
March 23, 2021
Session 4: Retirement
April 20, 2021
Session 5: Social Security
May 25, 2021
Session 6: Investing
June 22, 2021
Session 7: College Funding
July 20, 2021
Session 8: Insurance
August 24, 2021
Session 9: Estate Planning
September 21, 2021
Session 10: Strategic Giving
October 26, 2021
OUR RANGE OF Services
With all of our services, we take a people-first approach.
We offers 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.
We offers services for IRA’s, Roth and Simple IRA’s, 401K and 403B, Standard Pension Plans, Simplified Employee Pension (SEP), and Municipal 457’s.
We’ll be here to assist you with the paperwork and navigating the transition from your old plan to your new one.
Our life focused services include Life Insurance, Disability Insurance Planning, Long-Term Care Planning, Estate Planning, and much more. At any stage in your life, we’re here to help.
Financial education is at the heart of Benchmark Wealth Management. Check out our upcoming events and classes in Memphis!
Our Pop-Up Classes are one-time, in-person events designed to provide quick, practical strategies you can apply in your pursuit of financial goals. We want to meet you where you are in your financial journey.
