Welcome to

Financial Classes for Dummies

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Click the link below to sign up for one of our complimentary classes. 

Online Classes Offered

Empowering Women

While many financial concerns may be similar among women and men, there are unique challenges that must be addressed for women specifically in retirement.

Do you know the challenges and how to overcome them?

New Content

2018 Tax Strategies

Think understanding taxes is just for CPAs or accountants? What if understanding the new tax laws could minimize your tax burdens and build a sustainable income strategy?


Take advantage of the new tax laws in our uncertain economy.

Retirement Income Planning

Do you know much risk you should take with your nest egg?

People are living longer than ever. A typical retirement plan should last at least 20 years and most individuals will still run out of money.

Will your income be enough to satisfy your lifetime needs?

New Content

How to Choose an Advisor

Have you ever wondered what the difference is between financial advisors and why there seem to be so many of them?

How do you know if you can trust the individual you have chosen to guide you on your financial journey?

Learn some time honored tips and tricks to make sure you have the best  for your future and family. 

New Content

Creating Tax Free Income

What if you could stop paying high interest rates on loans for cars, homes, or student loans while, at the same time, generate tax free income for retirement?

How could you benefit from becoming your own banker?

Risk Analysis

Have you ever wondered if your assets are organized in a way that can maximize their potential to create retirement income? Have you considered the consequences if your assets are exposed to too much risk?

It is up to you to decide if the risk is worth the reward.


What is the color of your money?

New Content

Portfolio Management

Do you consider yourself to be a knowledgeable investor? Are you investing in the best areas to maximize your potential returns?

Or are you just hoping your current situation pays off in the long run?

Answer these questions and more in this exciting class. 

Importance of Technology

Have you ever thought about how important technology is to safeguarding your finances? 

Think your financial adviser should do the same? 

Learn more about some of the leading technologies out there to help protect your financial future. 

New Content

Social Security Strategies

Did you know a person who has never contributed to social security can receive up to 50% of their spouse’s benefit?

Do you know what happens to your social security income when one spouse passes away?


Learn how pensions, 401k and Social Security all work together.

New Content

Death of a Spouse

No one likes to think about, much less plan for the passing of their spouse. 

But there are important steps to take before and after this life altering event. 

Learn these strategies and take steps to plan ahead.

Legacy Planning Mistakes

Are your beneficiaries designated correctly and up to date? Failing to update beneficiaries is one mistake that may have far-reaching consequences on the wealth you plan to pass on.

This is just one of many mistakes individuals find themselves making when creating an estate plan.

Rainy Day Money

Although it is difficult to plan for unexpected health costs, having a plan for the rainy days can help put you at ease and allow you to enjoy the sunny days even more.

Find out more about how life insurance can not only assist with health care costs, but can do so much more.

Long Term Care

Just over one half of all individuals who reach the age of 65 will need Long Term Care in their lifetime. With annual cost ranging from $43,000 to $164,000 for these services – are you prepared?

Join veteran, Aaron Eisenach and learn strategies to handle long term care. Don't be a burden on those you love the most. 

New Content

Company Retirement Plans

Many of us safe for retirement utilizing our company's retirement plan. But do you really understand how your plan works and how to capitalize on its earning potential?

In this class we will discuss the most common types of retirement plans and provide helpful insights on how to manage this important asset. 

New Content

Veterans Benefits

Accessing your Veterans Benefits can be challenging to understand. Walk through the process with veteran and seasoned professional. 

Real Estate

Buying your first home or moving into your last? Real Estate in Colorado is BOOMING!!

Learn important facts about selling your home and what to watch out for in your next purchase from Real Estate expert, Diane Peltier with Sellstate ACE Realty. 


Buying a home is the single largest purchase most individuals make. The more you know about your options, the easier it is to arrange financing to meet your needs.

Learn to get the financing you need from  experienced mortgage lender Marina Lewallen.

Property & Casualty 

Think choosing insurance is all about price? Ever wonder if you are really covered from life's unforeseen events?

Will you really recover if the unexpected should happen? Join American Family Insurance agent, Christina Dabney, as she presents strategies to help prepare you for and recover from the unexpected.

Budgeting & Debt Reduction

Looking to become truly financially independent?


In this class, learn a step by step system to teach you the financial facts of life no one may have taught you before and eliminate your debt in as little as 5-7 years (including your mortgage)!


Taught by our seasoned finance professional Marina Lewallen.   

Navigating Medicare

If you are like most Americans, navigating the Medicare system can be a challenge. With Parts A-D, Medicare Supplement Plans A-J, doughnut holes, gaps in coverage and rotating prescription drug plans, it is enough to confuse even the most intelligent among us. 


Learn from expert Liz Tredennick on how to navigate these turbulent waters. 

Coming Soon

Your education is important to us. We are continuing to develop new content in the following areas:

Legal Aspects of Retirement

Advice from your CPA

Understanding Trusts

Planning for LGBT

Looking for Something Else
Contact Us


Things Happen.

All written and video content is for informational purposes only.  It is not intended to provide any tax or legal advice or provide the basis of any financial decisions.  Opinions expressed herein are solely those of Journey Financial Group, and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or a qualified professional before making any financial decisions.  We are not affiliated with our endorsed by any government agency.

Investing involves risk including the potential loss of principal.

Advisory services are offered by Journey Investments, LLC DBA The Journey Financial Group a Registered Investment Advisor in the State of CO. Insurance products and services are offered through Journey Insurance, LLC. The Journey Financial Group and Journey Insurance, LLC are affiliated companies. The Journey Financial Group and Journey Insurance, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. Sellstate ACE Realty, American Family Insurance, Synergy One Lending, Lizknowsmedicare, and Budget Balance are not affiliated companies. The content on this website is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell insurance or investment advisory services to any residents of any State. Information provided is specific to the State of CO. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The Journey Financial Group is not engaged in the practice of law  or tax preperation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.


Exclusive rights to this material belongs to The Journey Financial Group and GPS. Unauthorized use of the material is prohibited.

© Copyright 2018 The Journey Financial Group. All rights reserved.