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Learn to Invest Wisely!

Financially Savvysm provides investors with the education and resources necessary to gain confidence in making their own financial decisions.  We offer a variety of educational venues:

  Classroom workshops
  Online webinars
  One-on-one tutoring sessions
  Special conferences

Upcoming Classes

March 2010

Five Steps to Financial Independence

Save at least 10% of your annual income and you will have a secure financial future. We have all heard this from various sources: parents, grandparents and financial advisers. Sounds easy, would you agree? Well, its not. We all face several challenges when trying to save for our future financial needs: limited resources and multiple investment choices.

This course provides individuals with a basic understanding of the steps to creating a well thought out investment plan. This information is provided for educational purposes only and does not constitute investment advice.



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Money News Online

Five Tips for Your Emergency Fund

Saving Money on Your Food Bill

Money Tips

Do you know how much money you need to save in order to reach your retirement goal?  To find out, check out this calculator provided by The Vanguard Group.

Savings Needed


Reading List

The Elements of Investing

Burton G. Malkiel

and Charles D. Ellis


Winning the Loser's Game: Timeless Strategies for Successful Investing

Charles D. Ellis


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