Upcoming Personal Finance Classes

I’m teaching three upcoming classes on various personal finance topics that may be of interest to you. I’m doing them 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.

The class is on Saturday July 25th, from 1:00 to 3:00 PM. You can sign up 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, which assets to draw down first, 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.

The class is on Saturday August 1st, from 1:00 to 3:00 PM. You can sign up 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 a specific approach to select, evaluate, and compensate a financial advisor; this includes how to determine 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.

The class is on Saturday August 1st, from 11:00 AM to noon. You can sign up here.

If you’d like more information about any of these classes, get in touch with me. If you’d like to sign up, click on the links I provided above and do so directly with the Cambridge Center for Adult Education. I hope to see you at one of them.

Questions?  Get in touch

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