FINANCIAL EDUCATION: FOR YOUR WHOLE LIFE
*MONEY MANAGEMENT
*PLANNING FOR RETIREMENT
*FINANCIAL LITERACY
Barry Feigenbaum is a Certified Financial Education Instructor® with more than 40 years of financial services experience who has taught thousands of students in educational, corporate and not-for-profit settings how to take control of their financial lives.
MONEY MANAGEMENT
PLANNING FOR RETIREMENT
FINANCIAL LITERACY
Programs That Inform And Motivate
Planning For Your Future
Barry Feigenbaum, operating via Feigenbaum Associates, LLC, believes that there is a crucial role for pure financial education that empowers individuals and gives them the knowledge and motivation to assess their current situation, set goals, make decisions and establish plans for their future. We help participants align their choices with their goals and values.
Knowledge is the foundation for American workers and families to take control of their financial lives.
Education allows people to analyze their situation, identify risks, anticipate alternative outcomes and consider the solutions that will help them achieve their financial and life goals.
Feigenbaum Associates sells no financial products. We do not recommend specific products. We seek to help people link the analysis of their financial lives with the management of their potential risks. We identify the marketplace of solution types that are available to mitigate these risks and help people think about the pros and cons of their choices.
We also believe that through such knowledge, individuals can identify the risks that concern them the most and choose solutions that pinpoint exactly those specific risks so that their choices reduce the probability of bad outcomes. Such a process improves the probability of choosing the right solutions and paying a fair price for such solutions.
We believe that such learning must include in-person or interactive experiences in order to be retained and should not be conducted solely via self-learning on line.
Barry Feigenbaum
Managing Member
EDUCATIONAL PROGRAMS
Our courses provide fundamental knowledge and they are adaptable to the needs of your participants. Courses frequently requested are:
Planning For Retirement – 3 one hour sessions for people age 50+ that focus on expenses in retirement, income sources in retirement and asset distribution strategies, as well as Social Security, Medicare, and long term care. It is based on a comprehensive planning approach. Our goal is to demystify retirement planning with practical information, action steps and an appreciation for the decisions that can create a successful retirement financially and behaviorally while there is time to impact the retired life.
Saving For Your Future – a one hour presentation designed for younger employees that describes savings vehicles at work, corporate benefits, IRAs, and after tax savings. We stress the value of controlling spending while developing a lifetime saving and investing habit. We highlight the budgeting process and the importance of compounding and saving early in your work life.
Keep Your Eyes On The Prize: Planning For Retirement During Periods Of Uncertainty And Volatility – A one hour workshop that explains how to build a retirement budget as well as create a methodology to alter the budget assumptions and see the impact on outcomes. This can be paired with another one hour workshop entitled Tips On Building A Budget Or A Retirement Budget.
Financial Literacy – This experience is composed of discussions and homework that teaches the fundamentals of basic personal finance. The core of the program is budget analysis and can include financial planning, credit management, insurance, investing and taxes. Fully conducted, this program includes 10 one hour sessions but can be designed to include any of the modules noted here in the desired time frame.
We will adapt any of these core programs for the needs of a particular audience or create a general or specific presentation to meet the requirements of your audience.