Financial and Legal Development

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* Trainer and availability may vary. Please contact MINES for scheduling.


During this training, you’ll learn 7 essential components of smart investing that can be applied during volatile periods and when the markets are stable.  You will also learn how comprehensive advice can help you achieve your financial goals.
Objective: Attendees will learn strategies for smart investing in both stable and volatile market environments. Recommended time: 1 hour


No matter where you are in your career, the best time to start preparing for retirement is now.  Take action to develop a retirement plan, prioritize savings and spending, and avoid future stress caused by life’s unexpected changes.
Objective: Attendees will learn important strategies around how to maximize their retirement investments in the twilight of their career. Recommended time: 1 hour


Does thinking about talking to your family about money cause you stress?  If so this is the class for you.  Families that talk about money and educate children from an early age develop much healthier attitudes about money, but most families don’t because they don’t know how to start the conversation.
Objective: Attendees will learn helpful tips on how you can avoid common pitfalls of discussing financial issues. Recommended time: 1 hour


Estate planning, wills, and trusts go hand-in-hand. This presentation covers the fundamentals of each topic. We will help you identify reasons for the importance of estate planning, identify assets to consider for estate planning, define key estate planning tools (wills/trusts, and their differences).
Objective: Attendees will learn the process of estate planning and develop strategies for communicating about estate planning with older relatives and other family members. Recommended time: 1 hour


Family law covers a multitude of circumstances. If you are dealing with a legal issue regarding family, join us and learn about how to proceed in accordance with your state laws.
Objective: Attendees will learn the basics of several family law topics including: Community property law, how courts handle disrupted custody cases, and how marital property is divided with divorces. Recommended time: 1 hour


What does it mean to be financially fit? We will discuss why financial fitness is important to your health and provide tips on how to achieve balance in this arena.
Objective: Attendees will learn why being financially fit is just as important as being mentally and physically fit. Recommended time: 1 hour


Are you feeling the pressure of saving for a home, paying down student loans, and saving for retirement?  If so this three part series is for you.  We will start with how you can improve your credit score, create a budget, use technology to save money, all the way up to more sophisticated strategies such as tax bracket-management.
Objective: Attendees will learn generational specific financial strategies. Recommended time: 1 hour


During this class you’ll learn ways to define a college savings goal, determine today’s cost, various payment options, unique scholarship ideas, tips for filling out FAFSA paperwork to lower your expected family contribution and more.  What you don’t know will either cost you or your children.
Objective: Attendees will learn strategies for planning and handling the college finance process in both a short and long-term focus. Recommended time: 1 hour


This class highlights helpful information and key strategies people can use to reduce the chance of having their identity stolen. Topics for this class are: The I.D. theft crisis, I.D. theft protection, the need for I.D. theft assistance, and what to do if you are a victim.
Objective: Attendees will learn ID theft prevention essentials. Recommended time: 1-1.5 hours


Learn ways to ways to take control of your finances.  During this training, you’ll learn ways to gain control over your financial situation, protect the people and things you love the most, and how to make informed financial decisions.
Objective: Attendees will learn important financial strategies and concepts specific to female perspective. Recommended time: 1 hour


In this class we will discuss the key estate planning decisions people need to make for their future, describe the legal tools that assist older people and disabled family members when others must make decisions for them, the basics on identifying how and when to utilize various tools such as power of attorney.
Objective: Attendees will learn the essentials of planning and assisting their older or disabled relatives with estate planning and legal issues. Recommended time: 1 hour


Are you feeling the pressure of saving for a home, paying down student loans, and saving for retirement?  If so this three part series is for you.  We will start with how you can improve your credit score, create a budget, use technology to save money, all the way up to more sophisticated strategies such as tax bracket-management.
Objective: Attendees will learn "millennial" specific financial strategies. Recommended time: 1 hour


This class will discuss the definition of “advanced directives” and their benefits, the difference between a “living will” and a “durable power of attorney,” the history of “advanced directives,” tips for preparing an “advanced directives,” and strategies for communicating with older relatives about the need for “advanced directives.”
Objective: Attendees will learn the essentials of preparing living wills, "advanced directives", power of attorney, and how to communicate this with older relatives about related issues. Recommended time: 1 hour


If you feel uncertain about the benefits you are eligible for under social security this class will teach you whether Social Security can provide the income you need when you retire, sources of retirement income beyond social security, and learn how to make the most of your benefits.
Objective: Attendees will become familiar with important retirement financial concepts. Recommended time: 1 hour


If you would like to find creative strategies to put more money in your pocket this is the class for you.  Benefits enrollment isn’t just about health insurance. With the right guidance, your hidden paycheck benefits such as the company’s retirement plan, insurance coverage options, and health spending accounts, can serve as the foundation for a brilliant future.
Objective: Attendees will learn how they can get the most from the benefits provided by their employer. Recommended time: 1 hour



Resources

Managed Behavioral Healthcare

A managed care program controls cost for mental health care benefits while ensuring quality of service. Learn more ...

Employee Assistance Programs

The Employee Assistance Programs provided by MINES are designed to both assist employees and support the productivity and profitability of employers. Learn more ...

BizPsych

MINES and Associates' organizational psychology department, BizPsych, has the academic and business expertise to sustainably impact and resolve various issues at team, department and organizational levels. Learn more ...

Organizational Assessment

MINES has developed a set of practical, holistic organizational evaluation tools that will help you keep your finger on the pulse of your company's health and develop effective strategies to get your organization in tip-top shape. Learn more ...

Critical Incident Support Services

MINES Critical Incident Support Services (CISS) are on-site interventions designed to provide solution-focused, compassionate support to your employees in the event that they are involved in, witness to, or otherwise affected by a stressful or traumatic event in the workplace. Learn more ...

Training & Educational Programs

MINES offers a series of trainings and workshops to provide our clients with the most valuable information on team building, stress management, personal development, and a variety of other topics. Learn more ...