Lorman offers professional resources regarding COVID-19 and the 2020 Election

Slide Deck

28 Slides available anytime
  • 28 Slides

Financial Wellness: Building Credit

 

Gain the tools necessary to establish, build, repair, and maintain a good credit score.

For better or for worse, the American economy runs on borrowed money. Most of us borrow money to buy cars, homes, furniture, appliances, and a college education. The cost of borrowing money, and the amount available to borrow, often depends on our credit history and score. Not only will a good credit score increase our chances of obtaining a loan with competitive terms, but it may also be a condition of employment and/or a requirement before receiving electricity, water, cell phone, and similar services. Although we may not be born with a good credit score, we can acquire one through improvement in our overall financial health. Would-be borrowers must recognize the relationship between financial health and their credit, understand the importance of having a good credit score, and be given the tools and resources necessary to establish, build, repair, and maintain one. Similarly, financial practitioners need to recognize the obstacles borrowers face to obtaining a good credit score and understand what steps can be taken to overcome these challenges.

View Slides

More Program Information

Financial Wellness: Building Credit

Agenda

View Slides

More Program Information

Financial Wellness: Building Credit

Faculty

Gregory A. Ward, CFP®

Gregory A. Ward, CFP®

Financial Finesse

  • Director, Financial Wellness Think Tank™/Financial Finesse and Vice Chair, EBRI Financial Wellbeing Research Center
  • 25+ years in financial health & wellness industry
  • Author of Calculating ROI: Measuring the Benefits of Workplace Financial Wellness (2017 SOA Call for Essays first-place winner); Financial Wellness Year in Review (annual industry-leading research on trends in financial wellness); frequent contributions to industry publications including Benefits Magazine, Benefits Quarterly, and others
  • Frequent appearances include SOA Annual Meetings, PSCA Annual Conferences, IFEBP Symposiums, and EBRI Financial Wellbeing Research Center Symposiums and Policy Forums
  • CFP® professional; B.S. degree in statistics, University of California, Davis
  • Can be contacted at 828-308-8028 or [email protected]
Erik Carter, J.D., CFP®

Erik Carter, J.D., CFP®

Financial Finesse

  • Senior financial planner and financial wellness coach at Financial Finesse
  • Practices in all areas of financial planning and wellness with a focus on early retirement
  • 14 years of experience in speaking and teaching financial planning concepts
  • Lead author of Financial Finesse generational research reports
  • J.D. degree, University of San Diego; B.A. degree in economics, NYU
  • Can be contacted at 347-401-3053 or [email protected]
View Slides

More Program Information

Financial Wellness: Building Credit

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.