Financial Literacy and Retirement Planning Mobile eLearning
We provide financial literacy and retirement planning mobile eLearning written by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional. Courses are self-paced and flexible to meet individual needs anytime and anywhere. Participants learn critical money management and investing skills and how to use tax-smart retirement savings plans — Thrift Savings Plan (TSP), 401(k), 457(b), 403(b), IRAs. Participants complete interactive financial action plans with step-by-step guides. In-depth course materials and links to Web resources offer lifelong learning.
Our Vision
With our interactive mobile training, individuals can learn to manage and invest their money, use tax-smart savings, and create action plans to achieve financial independence.
Our Mission
Provide cost-effective, professional, financial literacy and retirement planning mobile training that employers can provide for employees anytime and anywhere.
Our Team
Debbie Mason, a Certified Financial Planner™ professional
- Has provided financial literacy and retirement planning training for over 30 years and e-Learning for over 15
- Teaches effective use of "tax-smart" retirement savings plans
- Is an expert in Federal benefits and employer-sponsored savings plans — Thrift Savings Plan (TSP), 401(k), 457(b), 403(b), IRAs
- Has taught financial planning and mid-career and pre-retirement seminars to federal employees
- Has experience using small business 401(k)s and similar plans, the Federal TSP, IRAs, and Roth IRAs
- Holds a Master of Science degree in Finance and a Master of Arts degree with an emphasis in Education
- Is a member of the Financial Planning Association.
eLearning Delivery Professionals
- Specialize in eLearning programming — SCORM and Experience API (xAPI) experts
- Experts in eLearning technology — create eLearning software that runs on cloud servers, on-premise servers, Windows computers and mobile devices including tablets and phones.