My Secure Advantage


At MSA, we’ve presented thousands of classes and events and we’ve got you covered. Our educational offering is customizable and optimized based on your population.

MSA Live: current financial topics, hosted by experts 2 times a month.

Paired with handouts and next steps, every event combines education and live Q&A. All previous events are available on-demand.

Education Days

Presented in person or remote, MSA pairs classroom-based learning with individual coaching to maximize impact in a limited time. Additional education days are available as an add-on for employer groups with multiple offices and locations.

The class was a great introduction into financial planning and I am extremely elated that the company offers these services. I personally will be utilizing this and I think it provides a great way for employee's to take control of their financial future.
Jeremy Nelson

Class Topics

A comprehensive list of what we offer


Company Data Breaches: Education & Prevention

Getting & Keeping Good Credit

Identity Theft: Prevention, Protection & Resolution

Reviewing & Fixing Credit Reports

Life Events

#Adulting: Money Matters

I Want to Buy a House

Planning for College 101

Raising Money-Savvy Kids

Relationships & Money

Sandwich Generation: Caught in the Middle

The Cost of Raising Kids

Long-Term Planning

Common Risks to Your Retirement Plan

Dreaming of Retirement

Estate Planning: Financial Basics

Investing: Education for Beginners

Investing: Risk Considerations & Taxes

Investing: Traditional vs. Online Services

Retirement Planning: Getting Started

Personal Finance

Financial Setback? Regroup & Rebuild

It’s My Budget, & I’m Sticking to It!

Money Basics: Let's Build a Plan

Protecting Your Income & Assets

Student Loan Repayment Strategies

The Financial Wellness Playbook

Tips for a Major Purchase

Your Debt-Free Game Plan


A Holiday Planning Guide

Making Tax Returns Less Taxing

New Year...New You! Financial Resolutions You Can Keep

Work & Money

MSA Program Overview

Leveraging Tax-Advantaged Benefits

When Pay Periods Change

Schedule a discovery call to learn more.

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