Financial Crisis Tools

financial crisis decisions — It takes skill and effort to navigate the current financial storm.

Knowledge about economics is the foundation for making good financial decisions for yourself and your family. We urge you to take advantage of the tools and the information we discussed in our recent webinar about your financial decisions during this COVID-19 crisis.

If you have not seen the presentation or would like to review it while looking at the homework, please watch the video below:

Download the homework forms from the presentation and start building a solid plan to get through the current crisis.

Download Forms

Testimonials

I believe I can now perform my job with less stress by realizing that I am on solid ground financially.

I had never taken the time to understand what I was doing with my money, now I realize the importance of putting a plan together for my retirement.

I feel more confident that I have control over my finances, that I can ride out and adjust to factors that are not in my control.

I feel that with a small amount of discipline I can be financially secure for life. It’s a good feeling!

I am more appreciative of my job and the benefits it provides, including the opportunity to attend this class.

So detailed and many faceted! The connectivity factor is critical, everything must work together.

The methodology is logical and just like the approach an engineer uses when a system is designed. Financial planning is not just stocks and bonds. Cygnet is a quality organization as demonstrated by their understanding of GM’s plans and the comprehensive nature of their models.

It is clear now that financial planning is required for financial security and for peace of mind. We had plans before but not this detailed.

I’m amazed that my current level of income plus modest raises will give me my financial freedom. I must have a pretty good job.

I feel better about my 401(k) plan. I wish I had been offered this course when I started my career.

Cygnet Institute has been designated by CEFEX, the Centre for Fiduciary Excellence as a nonprofit Investment Support Services (ISS) provider for plan sponsors and plan participants to educate adults in economic matters, advance their financial literacy and enhance their ability to make good financial decisions in self-directed retirement plans and non-retirement accounts. For more information click the seal or go to www.CEFEX.org.

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