Presenter: Nick Lopez, Our Financial Legacy
Core Area: TBD

Grade Level: 
Elementary & Secondary
Hours: 1.75

Have you ever worried about not being able to afford to retire? Take the stress out of financial planning for your future so that you can enjoy the present moment. In this one-hour and 45-minute course, Nick Lopez will help you understand what to plan for and expect in your ideal retirement.

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It’s never too late to start planning for your retirement. How do you know what the best choices are to make for you and your family? Nick Lopez details the information you’ll need to become empowered and make educated decisions best suited for your financial needs.

Are you protected properly? Do you have your debt under control? Do you have enough savings for emergency funds? As a teacher, how does worrying about finances affect your instructional practice? In this informative course, Nick Lopez addresses all of your concerns, putting your mind at ease. He makes key financial concepts easy for you to understand.

This course from Our Financial Legacy covers everything you need to know about financial literacy as an educator. Nick Lopez explains how to take control of your finances and adequately plan for retirement. Once you have completed the financial literacy modules in this session, you’ll have a solid understanding of what you need to do to build a strong foundation for your future.

In this 1.75-hour course, you will learn:
  • How to take control of your finances
  • How to plan for retirement
  • What the X Curve Concept is
  • How to build a solid financial home
  • Proper protection for you and your family
  • The evolution of life insurance
  • How your pension works
  • Your options for investing your money
  • Market risk and the impact of loss
  • The Rule of 72
  • How money gets taxed

Presenter Bio

Combine mission, compassion, and a love for helping people, and you have Nick Lopez. Serving as a Financial Educator for Our Financial Legacy, Nick takes on challenging responsibilities, such as making sense of the sometimes-confusing financial industry and providing hope that people will be able to retire comfortably. He has spent the last 12 years empowering his community to better understand the always changing financial industry and is currently most passionate about the work he is doing to help educators and their spouses prepare for life after the education industry.

Nick is a master communicator, professional agent, and skillful planner. His impressive financial industry background allows him to educate and explain key financial concepts, while ensuring people are aware of how to properly build their financial house.


Additional information

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