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

      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

    • 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

  • 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

  • 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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