Money School is back for Session 2! Join us for a virtual 4-week course starting Tuesday, June 3, where we’ll cover the foundations of personal finance, from budgeting and investing to credit cards, retirement accounts, and more. This beginner-friendly, interactive series is designed to help you feel confident navigating your money and making empowered financial decisions.

Please note: In our highly regulated industry, we need to gather important information before we can be compensated. As part of this, we’ll need to collect some confidential information—including SSN, DOB, and contact details—before processing payment for this course. We want to be upfront so you know exactly what to expect.

 Here’s how it works:

✅ The first session is free, not because the $100 fee has changed, but because we recognize that sharing sensitive information is a big step. We want you to feel confident that this course is valuable before completing the required paperwork.
✅ To continue past the first session, we’ll need a signed consulting agreement. This agreement clarifies the one-time $100 fee and ensures clear expectations—it’s not an ongoing commitment or advisory agreement. We can send you a blank agreement for you to fill out yourself or we can collect your details and send you a pre-filled e-sign form to sign virtually. 
✅ If you’re ready to take care of this earlier, we’re happy to send over the forms and billing info! If you’d prefer to wait until after the first session, that’s fine—we’ll follow up before the second session to finalize everything.

Feel free to reach out if you have any questions—we’re happy to walk you through it. We hope to see you soon!

Hosted by: Krebs Financial Management
4809 N Ravenswood Ave Ste 417, Chicago IL 60640
Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.