By: Roccy DeFrancesco, JD
Author: Bad Advisors and Retiring Without Risk
Ignorance is not bliss when it comes to your financial and estate plan.
What you don’t know can hurt you (can hurt your financial ability to retire).
Knowledge is power
This is a faith-based website (meaning that the goal is to not only help people implement good financial/estate plans, but to do so while incorporating charitable giving).
As a faith-based site, it might seem a bit odd to bring up what’s wrong in the financial services industry, but we are not here to sugar coat things.
We created this site to partially be a wake-up call to readers so they can start thinking critically about the advice they’ve been given over the years and/or the advice they may be given in the near or distant future.
The only way to think critically is to have the knowledge to do so.
Education in many forms
People learn better in different ways. Some learn by reading, some learn from watching educational videos, and some learn best from in-person seminars where they can ask immediate questions of the lecturer.
We cover two of the three ways people can learn in our OnPointe Financial Literacy Course. This course can be taken online with written content and videos.
We also teach this course live at churches who wish to educate their members with in-person seminars.
If you really want to make sure you have the best financial and estate plans, there is no better way to do so than by taking our online course or attending an in-person seminar series.