Course curriculum

    1. Goal Setting Lesson

    1. Expenses Lesson

    1. Accounts Lesson

    1. Investing Lesson

    1. Tax Planning Lesson

    1. Savings and Distribution Lesson

About this course

  • Free
  • 7 lessons
  • 3.5 hours of video content

About Your Instructor

Brandon Steele

CFP®, ChFC®

Brandon Steele, CFP®, ChFC® is a financial planner, CEO, and co-founder of Mainsail Financial Group located in Bellevue, Washington. Since graduating from Washington State University, Brandon has spent the last decade working to help educate and prepare families for retirement. In 2021, Brandon wrote his first book, Retire by Design, where he shares thoughtful strategies to help readers design a purposeful retirement plan. Additionally, Brandon has been featured in Forbes, Business Insider, and Puget Sound Business Journal, among others. In his free time, Brandon is an avid golfer and enjoys spending time with his dog, Sophie.