About our Classes
At Treo Financial we believe that when education and planning are combined it has the potential to create lasting change in your financial future.
Join us for one of our month long classes throughout the year. Each class is taught by a certified financial planner and our small class sizes ensure that all members of the class receive individualize attention.
Pricing
All classes are $150 and include:
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- Four 1 hour long virtual class sessions
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- Access to a community slack channel where you can connect with your classmates for motivation, support, and ideas.
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- Dedicated office hours with your financial planning educator.
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- Tailored resources to support your on your financial journey.
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- Discount for a 1-1 financial planning session.
Essentials Class
This class focuses on helping you build a strong financial foundation. Topics include: budgeting and saving plans, understanding the psychology of money, the importance of emergency funds and how to build one, the basics of investing and asset allocation as well as creating debt paydown strategies.
investing class
During this class students will expand on the financial foundation that they have created. We focus on wealth building strategies and help students understand the intricacies of investing. Topics include: the stock market, real estate, understanding the risk and return relationship, how retirement accounts are part of an investing plan, asset allocation and the different investment avenues available.
Custom Class
Do you have a group of friends who are interested in financial education? This class is an opportunity to design a custom class for an intact group of people. Your group can choose which topics are covered based on goals and financial situations. Group minimum is 4 people to schedule this class.