Upcoming Personal Finance Classes

In March, I’m teaching three classes on personal finance at the Cambridge Center for Adult Education. I’m offering them virtually via a Zoom connection so you can attend from anywhere.

The classes are the following:

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, and how financial institutions operate.

It is a two hour class on Saturday, March 20th at 1:00 PM ET. You can register here.

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 and determining how much risk to take, 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 whether long-term care insurance makes sense.

It is a two hour class on Saturday, March 6th at 1:00 PM. You can register here.

Evaluating and Compensating a Financial Advisor

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

You will learn how to select, evaluate, and compensate a financial advisor; this includes determining their suitability, competency, performance, and fiduciary commitment. You will also learn the various models by which financial advisors are compensated and which is the most suitable, least conflicted, and least costly.

It is a one hour class on Saturday, March 6th at 11:00 AM. You can register here.

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