Financial Knowledge

Financial Knowledge

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Silicon Valley's trusted provider of accredited, unbiased financial education! Pure education withou

Financial Knowledge is the nation's only accredited provider of conflict-free financial education for the workplace. Our comprehensive course curriculum has helped thousands of employees better understand the many facets of personal finance so that they can make informed decisions with their money. Financial Knowledge has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).

08/24/2023

📢 Calling all NYC area entrepreneurs (and anyone who knows one)! 🗽

Your business thrives on financial goals. Now, it's time to show your personal financial goals the same love and attention they deserve! 🌟

🗓️ Mark your calendar for Thursday, September 28th, 6:00 pm–8:00 pm at Shopify HQ

We’re hosting a live, game-changing workshop in partnership with Shopify called Financial Goals Unlocked: Your Path to Prosperity!

Craft tangible financial goals, develop step-by-step plans, tailor savings strategies, evaluate investments, and unlock methods for fast progress. Stick around for real-time money Q&A with multi-award-winning CERTIFIED FINANCIAL PLANNER ™ Ellis, and did we mention there'll be food?! 🥤🥨

This isn’t your average workshop! Prepare for a high-energy, engaging, enlightening time. Trust us – it’s going to be worth it!

Let's seal the deal: bring a friend along for double the inspiration and motivation!

🎟️ Register at the link in the comments below!

See you there! 👋

Financial Knowledge | LinkedIn 10/21/2020

Follow Financial Knowledge on LinkedIn for more personal finance tips and financial education news.

Financial Knowledge | LinkedIn Financial Knowledge | 150 followers on LinkedIn | Established in 1989, Financial Knowledge is Silicon Valley's go to provider of conflict-free financial education. | Financial Knowledge is the nation's only accredited provider of conflict-free financial education for the workplace. Our compr...

Financial Knowledge on LinkedIn: Top 10 year-end tax planning tips 10/20/2020

The year end is fast approaching. Check out these year end tax planning tips to help you lower your tax liability before it's too late!

Financial Knowledge on LinkedIn: Top 10 year-end tax planning tips The year end is fast approaching. Check out these strategic tax planning tips so that you can take action to lower your tax liability. ...

Financial Knowledge posted on LinkedIn 09/16/2020

Financial Knowledge posted on LinkedIn Our hearts go out to everyone who has been affected by the recent fires, hurricanes, and floods. Here are some small steps you can take if you are asked...

Financial Knowledge posted on LinkedIn 09/03/2020

Your company's open enrollment soon may be coming up soon! Start, stop, and/or make changes to your health plans for next year. Don't miss it!

Financial Knowledge posted on LinkedIn Your company's open enrollment period may be coming up soon. This is the time you can start, stop, and/or make changes to your health plans. ...

Increasing Cash Flow: Investment Accounts 06/08/2020

Increasing cash flow has become top of mind for many people throughout this pandemic. When it comes to your non-retirement investment accounts, there are some small actions you can take now to help your cash flow situation.

Increasing Cash Flow: Investment Accounts With the pandemic has come job loss for many people and now cash flow has become incredibly important. While there are ways to increase gross and net income, there are also some adjustments that ca…

Taking Money Inventory in Times of Crisis 05/27/2020

It is times like now when taking inventory of your financial life is a good idea. Knowing where you stand will help you immensely when planning your next steps.

Taking Money Inventory in Times of Crisis It is times like now when taking inventory of your financial life is a good idea. Knowing where you stand will help you immensely when planning your next steps. There are five simple things are imp…

Unemployment and CARES Act 04/09/2020

With the passage of the Coronavirus Aid, Relief and Economic Security (CARES) Act at the end of March, the Federal government has extended the limits, increasing the amount and expanding who is eligible.

Unemployment and CARES Act The unemployment rate in the US has soared due to COVID-19. Your employer has been paying unemployment insurance (UI) to the state (based on where the business is located) on wages paid to employee…

Your Finances and COVID-19 03/16/2020

It's hard to look at the big picture in these unsettling times. Try not to panic but do develop a plan.

Your Finances and COVID-19 Be kind to yourself. As stock markets mirror the changing economics brought about by COVID-19, it is important for you to take some deep breaths, remember your financial goals and be kind to yourse…

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6980 Santa Teresa Boulevard Ste 203
San Jose, CA
95119