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Basics of Personal Finance Course

This new service offering is designed to teach young professionals the basics of personal finance. Taught directly by a member of the Artemis team, the course covers everything you need to know to manage your financial affairs responsibly.

Topics covered include:

  • How to impement a budget
  • Benchmarks for wealth accumulation
  • Power of compound interest over time
  • Creating an emergency fund
  • Tracking your net worth

  • Investing basics
  • Principles of sound investing
  • How to implement your investment strategy
  • Robo-advisors
  • Target Date Funds

  • The importance of your credit score
  • How your redit score works
  • Freezing your credit
  • Paying off student loans
  • Paying off other debt

  • How taxes work
  • How to file and pay your taxes
  • Signing up for employer benefits
  • How to minimize the tax bite
  • Hierarchy of tax-efficient retirement savings vehicles

Insurance and Estate Planning


  • Life Insurance
  • Disability Insurance
  • Home, Auto, and Liability insurance
  • Health Insurance
  • What is estate planning
  • Basic documents of estate planning

The course is taught in two two-hour sessions either in-person or remotely. After the course, the student receives:

Price: $1,200. Small group pricing available on request.

For more information, contact Mark Haser or Sean Beznicki at info@artemisadvisors.net or call 617-542-2420.

Artemis Financial Advisors