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Financial Planning and Wealth Management

Build confidence in your financial decisions — at no cost!

Make sense of your money and plan for what comes next with a free four-week workshop from NC State Continuing and Lifelong Education.

Most of the decisions that shape a family’s financial future don’t happen in a bank office. They happen at the kitchen table: comparing car loan offers, figuring out how to save for a child’s education, deciding when to start retirement planning. This workshop was designed for those moments.

Over four weeks of live, interactive Zoom sessions with financial advisor Chase Hickok, you’ll learn how markets, borrowing, saving and retirement fit together, and you’ll leave with a decision-making approach you can apply the next time money is on the line. There’s no tuition and no finance background needed. Enrollment is capped at 24 so every participant has room to ask questions and get answers.

How the Workshop Works

There is no tuition cost to participate. NC State Continuing and Lifelong Education is offering this workshop at no cost to make practical financial education more accessible to the community.

Live, interactive sessions

Four weekly live Zoom sessions (Tuesdays, 6-7:15 p.m.) with no more than 24 participants, where you can ask questions, work through activities and engage directly with the instructor.

Resources on your schedule

Self-paced learning materials and resources through Moodle to reinforce what you learn between sessions.

One-on-one support

Optional virtual office hours with the instructor on March 2 for help with course activities and questions.

Earn a certificate

Attend all four live sessions and you’re eligible for an official certificate of completion from NC State Continuing and Lifelong Education.

What You’ll Learn

Managing your finances doesn’t have to mean understanding complicated financial jargon or doing difficult math. This workshop focuses on practical concepts and decisions that many people face throughout their lives.

Over four weeks, you’ll learn how to:

  • Understand how inflation and markets can affect your finances and your purchasing power over time.
  • Compare borrowing options, including car loans, APRs, interest rates and down payment scenarios.
  • Explore strategies for saving for education and consider how they may fit your family’s goals and timeline.
  • Understand retirement planning options and how they fit into your overall financial picture.
  • Use a practical decision-making approach to evaluate financial choices with greater confidence.

The goal isn’t to turn you into a financial expert. It’s to make you a more informed decision-maker for yourself and the people who depend on you.

Week by Week

Week 1: Financial Foundations

Markets, inflation and financial concepts

Build a foundation for understanding how markets and inflation can affect your finances and purchasing power over time.

Week 2: Education Savings

Planning for higher education expenses

Work through a practical approach to developing an education savings strategy based on your family’s goals and timeline.

Week 3: Retirement Planning

Preparing for the future

Explore retirement planning options, tax-efficient planning structures and investment options as part of your overall financial picture.

Week 4: Practical Financial Decisions

Borrowing, loans and interest rates

Put what you’ve learned into practice by comparing real-world borrowing scenarios, including car loan offers, APRs, interest rates and down payment options.

Who Should Attend

You don’t need a finance background to participate. If you handle money for yourself or a household, this workshop was made with you in mind.

It may be especially useful if you are:

  • Early in your career and building your financial foundation.
  • Raising a family and weighing education savings against everyday priorities.
  • Approaching retirement and beginning to evaluate your financial options.
  • Looking for straightforward financial guidance without the jargon.

Meet Your Instructor

Chase Hickok is a financial advisor with Edward Jones in North Carolina, where she works with individuals and families on investment management, tax efficiency, retirement and legacy planning.

Before entering financial advising, Chase worked as a management consultant and private equity professional, partnering with executives and investors on complex strategic and financial decisions. She earned her undergraduate degree from Stanford University and her MBA from the University of Michigan.

In the classroom, she pairs that analytical background with hands-on examples so financial concepts become easier to understand and easier to use in everyday decisions.

Chase Hickok

Why Learn With NC State

NC State Continuing and Lifelong Education connects people with learning that supports personal, professional and community growth. Our programs pair experienced instructors with flexible ways to learn. Offering this workshop at no cost reflects a commitment to making useful, high-quality financial education available across the community.

Program Details

  • Format: Live Online via Zoom
  • Course dates: Feb. 2, 9, 16 and 23
  • Optional office hours: March 2
  • Meeting time: Tuesdays, 6 – 7:15 p.m.
  • Class size: Limited to 24 participants
  • Registration fee: FREE 

Ready to Get Started?

Four Tuesday evenings. One instructor who has guided families through these exact decisions. Free tuition. Only 24 seats. Sign up today and start planning with more confidence, for yourself and for the people who count on you.

Can’t Make These Dates?

Join the watch list, and we’ll let you know as soon as the next session is scheduled.