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Upcoming Personal Finance Classes

Upcoming Personal

Finance Classes

Do your personal finances need a booster shot? Do you want to improve your financial resiliency?

I offer classes on personal finance at various places and times and a mix of in-person and virtually via a Zoom connection. They are the following:

Financial Planning during Retirement

This class is for anyone already retired or planning to do so in the next few years.

You will learn about:

  • investment strategy, asset allocation, and risk
  • the order in which to draw down assets
  • the importance of minimizing fees
  • Social Security claiming strategies
  • the role of annuities
  • a safe level of spending
  • reverse mortgages
  • Medicare surcharges and
  • long-term care insurance

Evaluating and Compensating a Financial Advisor

This class is for anyone who has a financial advisor or is considering hiring one.

You will learn:

  • what a financial advisor does
  • how to select and evaluate an advisor
  • how to assess an advisor’s competency and performance
  • how advisors are compensated and the associated conflicts and costs
  • other options besides a traditional financial advisor

Saving for Retirement

This class is for adults of all ages who want to learn how to achieve a financially secure retirement.

You will learn about:

  • different retirement plan structures (401ks and IRAs, Roth versus Traditional)
  • different saving and spending strategies and how much you need to save
  • how and where to invest your savings and the importance of minimizing fees
  • understanding investment strategy, asset allocation, and risk
  • Social Security

Roth IRA — A Great Way to Save and Why You Should Have One

This class is for anyone who wants to learn why a Roth IRA is a great way to save throughout your working lifetime. You will learn:

  • what it is
  • who qualifies
  • how to invest your funds
  • conversions
  • other more sophisticated strategies such as “back-door” and “mega-back-door” conversions

Spending, Saving, and Budgeting

This class is for anyone who wants to learn to save more, spend less, and improve your financial decision-making skills.

You will learn how to:

  • develop healthy and sustainable spending and saving strategies
  • create and sustain a budget
  • save for retirement
  • mix love and money
  • determine how much insurance you need
  • understand financial institutions

    If you’d like any more information about any of these classes, get in touch with me.

    Questions?  Get in touch

    What are clients saying?

    The Retirement-Readiness service was just what we needed to answer our questions about planning for retirement.

    We were a bit stressed about our (lack of) financial planning but Jimmy put us at ease and showed us a way forward… thanks.

    Jimmy made it simple and understandable for us.

    We found the meeting very helpful, and appreciated your ability to be clear, concise, practical and look at a number of different perspectives, providing contrasting ways of looking at things. It was just what we needed.

    We had questions about our financial advisor and Jimmy gave us an unbiased assessment that was quite helpful and turned out to save us a lot of money.
    Jimmy understands how stressful money is to most of us… he thinks creatively and explains it all clearly.