Upcoming Personal Finance Classes

I’m teaching four classes in October that may be of interest. I’m doing 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.

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.

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.

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), Social Security, annuities, how much you need to save, different saving strategies, how and where to invest your savings, understanding investment risks, and the importance of minimizing fees.

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