Financial Checkup​

This six hour course overviews four key measures for checking financial health, creating good credit habits, putting together a personal plan to accumulate savings and pay off debt, analyzing the benefits of home ownership, and avoiding common threats to our financial goals.

Day and Time: Tuesdays October 1, 8, and 15, 2013
Time: 6 pm to 8 pm
Cost: $69.00

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Whip Your Investments Into Shape​

This six hour course teaches the basics of investing. The types of investing and the types of investments that fit the three goals of investors; creating a tax-efficient investment plan, designing an investment plan based on individual goals and risk tolerance, and implementing an investment plan effectively.  Note: a book fee of $5.00 will be collected on the first night of class payable to the instructor.

Day and Time: T October 22, 29, and November 5, 2013
Time: 6 pm to 8 pm
Cost: $69.00

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Retirement Planning: Ready, Set, Go!!!

This six hour course covers key ideas for creating a financially successful retirement plan, analyzing the traditional types of retirement income, strategies for taking Social Security and other retirement income, analyzing retirement income investment approaches and creating a retirement plan to meet your goals.

Day and Time: T November 12, 19, and 26, 2013
Time: 6 pm to 8 pm
Cost: $69.00

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Build Your Financial Strength​

This two hour class overviews key tools to organize your financial life by establishing an efficient record keeping system, creating personal financial documents to monitor your finances, and using free online tools to simplify the process.

Day and Time: T December 3, 2013
Time: 6 pm to 8 pm
Cost: $23.00