Financial Wellness Academy
Children are taught to cook a meal or change a tire, not how to manage their finances. This is why the average person lives in debt. Change the trend and thrive financially!
What We Will Cover
IntroductionNew Hire FormsCompany BenefitsUnderstanding Your PaycheckStudent Loans - Understanding & PayingCredit & DebtRetirement, Investments, and SavingsBudgeting & Bill Paying
Instructor
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.
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