Sneak Peek

LearnVest Classes

Taught by our very own LearnVest Planners, classes are just one more way we are working to help you make progress on your money all year long. Each month, we’ll be building out our curated library of on-demand and live-streaming classes, so you can start building your own money work out plan.

  • Achieve

    • Joe Shure

      Taking Your Career to the Next Level

      Joe Shure, LearnVest Planner

      This class helps cover:
      ✓ How to make an impression on hiring managers
      ✓ How to promote your successes at work
      ✓ Tips to help boost your earning power
      ✓ How to know when it’s time to move on from your job

      • Time: 25 Minutes
      Achieve Challenge
    • Alexa von Tobel

      Boosting Your Money Confidence in 2015

      Alexa von Tobel, LearnVest Planner

      This class helps cover:
      ✓ Reasons why your financial confidence may lag
      ✓ The money challenges each decade may face
      ✓ Tips for how to help boost your money self esteem

      • Time: 10 Minutes
      Achieve Challenge
    • Britt Barney

      Year End Financial Gifts to Give Yourself

      Britt Barney, LearnVest Planner

      This class helps cover:
      ✓ Tax deductions you may not realize you can take
      ✓ Ways to ramp up retirement contributions
      ✓ How to uncover savings in your budget
      ✓ Moves to make at work that could help bump your pay

       

       

      • Time: 25 Minutes
      Achieve Challenge
    • Matt Shapiro

      The Beginner’s Guide to Estate Planning

      Matt Shapiro, LearnVest Planner

      This class helps cover:
      ✓ Why an estate plan is important
      ✓ What makes up a proper estate plan
      ✓ Important documents to start filling out
      ✓ How you might ease into the family talk

      • Time: 30 Minutes
      Achieve Challenge
    • Alexa von Tobel

      Power Session – Let’s Talk Goals

      Alexa von Tobel, LearnVest Planner

      A LearnVest Live panel discussion with:
      ✓ Alexa von Tobel, LearnVest Founder/CEO
      ✓ Britt Barney, LearnVest Planner
      ✓ Carley Rooney, XOGroup Co-Founder
      ✓ Janis Bowdler, JPMorgan Chase & Co.

      • Time: 50 Minutes
      Achieve Challenge
    • Joe Shure

      How You Can Be Smarter About Tackling Student Loans

      Joe Shure, LearnVest Planner

      This class helps cover:
      ✓ The differences between public and private loans
      ✓ The types of federal loans available
      ✓ Various repayment and forgiveness options
      ✓ The pros and cons of consolidation

      • Time: 35 Minutes
      Achieve Challenge
    • David Blaylock

      Keep Making Progress—Even When Change Comes

      David Blaylock, LearnVest Planner

      This class helps cover:
      ✓ How to know when it’s time to adjust your budget
      ✓ How to use savings strategically to keep you on track
      ✓ Guidelines to help you tell when you’re getting off course
      ✓ How to deal with a drop in income

      • Time: 30 Minutes
      Achieve Challenge
    • Stephany Kirkpatrick

      Start Working on Better Habits Today

      Stephany Kirkpatrick, LearnVest Planner

      This class helps cover:
      ✓ Recognizing bad money habits so you can stop them in their tracks
      ✓ The steps to help you adopt new, good habits
      ✓ Strategies to make good habits more ingrained
      ✓ How tracking your progress can help

      • Time: 35 Minutes
      Achieve Challenge
    • Alexa von Tobel

      Let’s Talk Goals

      Alexa von Tobel, LearnVest Planner

      This class helps cover:
      ✓ How to set a reachable goal
      ✓ How to avoid triggers that may get you off track
      ✓ How to make your goals more bite-sized
      ✓ What it means to calculate your “cost per happy”

      • Time: 45 Minutes
      Achieve Challenge
  • Budgeting

    • Natalie Taylor

      How to Budget: The One Number Strategy

      Natalie Taylor, LearnVest Planner

      This class helps cover:
      ✓ How to keep track of your bills and goals
      ✓ Tips for reducing your expenses
      ✓ How to determine your weekly flex number
      ✓ Implementing your budget and managing your cash flow

      • Time: 20 Minutes
      • Chapters: 6
      Getting Organized Challenge
    • Stephany Kirkpatrick

      How to Set Up a Budget on LearnVest

      Stephany Kirkpatrick, LearnVest Planner

      This class helps cover:
      ✓ Securely connecting your accounts
      ✓ Setting up a balanced (and realistic) budget
      ✓ How to track your spending
      ✓ Adding cash and other ideas

      • Time: 15 Minutes
      • Chapters: 7
      Getting Organized Challenge
    • Britt Barney

      How to Budget for Non-Monthly Expenses

      Britt Barney, LearnVest Planner

      This class helps cover:
      ✓ Types of non-monthly and irregular expenses
      ✓ Accounting for non-monthly expenses in your budget
      ✓ Implementing new savings strategies
      ✓ Some special cases

      • Time: 15 Minutes
      • Chapters: 5
      Getting Organized Challenge
  • Buying a Home

    • David Blaylock

      Home Buying: A Guide to Getting Prepared

      David Blaylock, LearnVest Planner

      This class helps cover:
      ✓ Buying or renting? Some of the pros and cons for each
      ✓ Preparing your finances and paperwork
      ✓ Tips for improving your credit score
      ✓ Determining what you may be able to afford

      • Time: 15 Minutes
      • Chapters: 5
      Real Estate Challenge
  • Insurance

    • Britt Barney

      Life Insurance: The Basics

      Britt Barney, LearnVest Planner

      This class helps cover:
      ✓ Why you might need life insurance
      ✓ How to determine a ballpark for coverage
      ✓ The differences between term and permanent insurance
      ✓ What factors help determine your premium

      • Time: 20 Minutes
      • Chapters: 5
      Life Insurance Challenge
  • Investing

    • Stephany Kirkpatrick

      Investing Basics : Learning the Ropes

      Stephany Kirkpatrick, LearnVest Planner

      This class helps cover:
      ✓ How investing works, and common mistakes to avoid
      ✓ Different investment vehicles and some of their pros and cons
      ✓ Types of investment accounts, including IRAs and 401(k)s
      ✓ Risk tolerance, asset allocation, and rebalancing

      • Time: 20 Minutes
      • Chapters: 8
      Investing Challenge
  • Psychology of Money

    • Chris Sauro

      Building Better Money Habits

      Chris Sauro, LearnVest Planner

      This class helps cover:
      ✓ How habits work (and the research behind them)
      ✓ How to recognize—and work on beating—bad money habits
      ✓ Behavior change strategies that you can use today

      • Time: 15 Minutes
      • Chapters: 5
      Money Habits Challenge
  • Retirement

    • Britt Barney

      Retirement Basics: Account Types & Contributions

      Britt Barney, LearnVest Planner

      This class helps cover:
      ✓ Starting to save today
      ✓ Traditional IRAs, Roth IRAs, and 401(k)s
      ✓ Contribution limits, tax benefits, and withdrawal restrictions
      ✓ Choosing the account that might be right for you

      • Time: 30 Minutes
      • Chapters: 8
      Retirement Challenge
  • Taxes

    • Joe Shure

      Taxes: The Aftermath

      Joe Shure, LearnVest Planner

      This class helps cover:
      ✓ What to consider if you owe money
      ✓ How you might use a refund
      ✓ What adjustments you could make based on last year’s returns
      ✓ How to get organized for next tax season

      • Time: 20 Minutes
      • Chapters: 7
      Taxes Challenge

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