What We Will Cover

  • Introduction
  • New Hire Forms
  • Company Benefits
  • Understanding Your Paycheck
  • Student Loans - Understanding & Paying
  • Credit & Debt
  • Retirement, Investments, and Savings
  • Budgeting & Bill Paying


Financial Coach and CPA

Hirsch Serman, MBA, CPA

Hirsch Serman, MBA, CPA has been in the financial word for over 20 years and founded Lifecycle Financial, LLC through his personal lifecycle experiences related to college funding, divorce and an aging parent. His experience includes financial planning, financial coaching, and the joy of tax preparations. He has taught on the university level as well as conducted seminars for high school youth on personal finances. Hirsch is a member of the American Institute of CPA's (AICPAs), the National Association of Divorce Professionals (The NADP), Continuity of Care for IL, and the American Association of Daily Money Managers (AADMM). Tune in to Hirsch's radio show The Financial Wellness Hour (https://lifecycle.financial/financial-wellness-radio-show/). Hirsch has been featured by several media outlets relating to work his work and articles, including: Inc., The Divorce Coaching Hour Radio show, DivorceMoms.com, DivorceMag.com, The New Southern, Funding Sage, and others. He was selected to be a New Orleans Entrepreneur Week Fellow. Hirsch has a passion to serve others and has worked with numerous non-profit boards including the United Way and is a trustee of Texas College.

Let The Fun Begin

Begin the process of prioritizing, organizing, and simplifying your finances now. Limited time offer: $75