Free online class
A free online class with Richelle Dickerson and Dani Ross. Five ideas, explained in plain words, with time for your questions.
Education only. Nothing is sold during the class.
How savings accounts and certificates that pay more interest compare, and what to check before you move money.
How fixed and fixed indexed annuities work, what a premium bonus is, and the trade offs that can come with one, such as a longer surrender period or a lower growth cap.
What a dividend is, why it is never guaranteed, and where dividend paying stocks can fit in a plan.
What a trust does for a family, and when moving retirement money into a Roth account may be worth a look.
How to judge any financial idea, and the questions to ask before you sign anything.
Annuity features, bonuses, surrender periods and caps vary by contract and by state, and not every account is eligible. A premium bonus is not investment return. Dividends are never guaranteed.
Founder and CEO, Presenter
Richelle Dickerson is the Founder and CEO of Rhema Financial Solutions Inc.
She has worked in financial services since 1992. She is a Financial Wellness Coach, a Licensed Broker, and a Financial Planner. She is also an author and a speaker.
Richelle teaches families how to think about three things: protecting savings, creating income, and leaving a legacy.
Sales Development Representative and Event Co-host
Dani is often the first person you will talk to at Rhema. She answers questions from people who are new to us, sets up time on Richelle's calendar, and co-hosts Rhema's online classes.
If you would like a call back about an event or a first conversation, she is usually the one who calls you.
Richelle runs it again through the year. Leave your name and you will hear about the next one first.
Request a consultation or a callback.
A first conversation is free and there is no obligation.
No pressure. No obligation. Just answers.
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