Modules – DFW Institute

Banking

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FERS New Employee

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FERS Mid-Career

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FERS Pre-Retirement

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Student Financial Café

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Retirement Q & A

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Enhanced Retirement

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Enhanced Investments

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Hiring Your Team

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Life Planning

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Protecting Your Income

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Securing Your Wealth II: After Life (Estate Planning)

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Securing Your Wealth I: While Alive

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Investments

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Retirement Planning

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Real Estate

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Vehicles

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Emergency Funds

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Credit Analysis

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Debt Analysis and Reduction

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Budgeting II: Living on a Budget

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Budgeting I: Current Income/Expenses Analysis

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Prepare for the Journey Ahead

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Your Personal Financial Statement

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Your North Star

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Introduction To Destination: Financial Wellness

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