Most Popular Classes & Webinars
Introduction to managing money (for parents)
This 90 minutes session is for parents of college students and recent graduates. There are five essential tips for managing money successfully. Topics include bank accounts, credit cards, loans, spending plans, and credit scores.
Please call for dates*.
Introduction to managing money (for ages 18 – 30+)
This 90 minutes session is for ages 18 – 30+. There are five essential tips for managing money successfully. Topics include bank accounts, credit cards, loans, spending plans, and credit scores.
Please call for dates*.
BEST VALUE! One Parent & One Student Class: Introduction to managing money
Two separate 90 minute sessions, one for the parents and the other for ages 18 – 30+. Same five essential tips for managing money successfully will be presented. Topics include bank accounts, credit cards, loans, spending plans, and credit scores. Mix and match the sessions.
Please call for dates*.
Introduction to Investing
Learn the basic differences between stocks, bonds, CD’s, and mutual funds. Also, why everyone at every age should be saving money for retirement. Bring your PC, Mac, tablet and we will complete the application process of opening a brokerage account during class. Participants do not need any money to open an account but must be 18 years old.
Please call for dates*.
Details
*We currently do not have any classes scheduled.
Contact [email protected] to arrange for an on-line class of 4 – 6 students according your schedule.
Here is a list of other Seminars and Classes, we offer.