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Financial Planning Courses Los Angeles

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Learn how to create a personalized financial plan and gain the tools to manage your money effectively in Los Angeles with this comprehensive financial planning course. Participants will explore topics such as budgeting, investing, retirement planning, and estate planning.

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Maximizing Retirement Income

Santa Monica College @ SMC Bundy Campus, Santa Monica, CA

Discover the secrets to a worry-free retirement. Uncover strategies for projecting income, minimizing taxes, and optimizing Social Security benefits. Learn how to invest wisely for maximum income and security.

(513) All levels 18 and older
12 financial planning classes that have ended
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Retirement Planning Today

East Los Angeles College @ 1301 Avenida Cesar Chavez, Los Angeles, CA

Discover proven strategies to make informed financial decisions for retirement. Protect your assets and preserve your lifestyle with confidence. Join us for a comprehensive class covering key modules including life planning, retirement income sources, investments, and estate planning.

(250) All levels 18 and older
No upcoming schedules
$69

2 sessions

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Budgeting for Entrepreneurs & Freelancers

General Assembly @ 1520 2nd St, Santa Monica, CA

This course is designed for entrepreneurs, freelancers or anyone who has fluctuating income. The course is structure to help students reframe the purpose of budgeting so that it becomes a useful tool for reaching their personal and business goals. We begin the course by discussing the traditional ways of thinking about budgets as well as our own experiences with budgeting. We then reframe that traditional thinking to move towards a more fun and purposeful...

(2637) Beginner 18 and older
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Master Money Management

El Camino College @ 16007 Crenshaw Blvd, Torrance, CA

Bust through the bank jargon and financial lingo! In this comprehensive lecture/workshop class, you'll learn to successfully navigate your personal finances.   Saving money, borrowing money, paying off debt, budgeting,--all these topics can be incredibly confusing.  By the end of this class, you'll be able to: Gain financial control and confidence by learning the real meaning behind your account statements and agreements.  Earn...

(174) All levels 18 and older
No upcoming schedules

Rejuvenate Your Retirement

El Camino College @ 16007 Crenshaw Blvd, Torrance, CA

A two-session, pure-finance-education workshop for adults ages 65-75 years old. Whether your objective is to become more active, give your life a new sense of purpose, or make more informed financial decisions, this workshop has something for everyone. Discover new ways to stay mentally, physically, and socially active, and learn about important financial topics. Most importantly, you will uncover the behaviors and mistakes of savers, investors,...

(174) All levels 21 and older
No upcoming schedules
$49

2 sessions

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Passport to Retirement

Mt. San Antonio College

This course includes the information you need to assess the costs associated with retirement, determine your sources of retirement income, improve your investment potential, reduce your financial risk, and help preserve your estate for your heirs. You'll find out how to fight the effects of inflation, avoid unnecessary taxes, and assess your need for long-term care insurance and life insurance. You'll learn how to integrate important concepts to...

(81) All levels 18 and older
No upcoming schedules

Rejuvenate Your Retirement

Mt. San Antonio College @ 1100 N Grand Ave, Walnut, CA

This course is designed for retired individuals to consider and evaluate changes to their current retirement strategies.  They will review their current retirement plans and be introduced to possible adjustments they may want to make concerning risk management, new investments and adjustments to their health care planning. Upon completion students will: identify the primary threats to retirement savings plan their retirement income to preserve...

(81) All levels 18 and older
No upcoming schedules
$39

2 sessions

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Accelerated Personal Financial Planning

Mt. San Antonio College @ 1100 N Grand Ave, Walnut, CA

Learn the fundamental principles of comprehensive personal financial planning. Students will be able to diagram the personal financial planning process, construct statements of financial position and cash, understand the fundamentals of retirement planning and estate planning, and have the ability to identify potential tax saving opportunities. Instructor will present students with unbiased information to understand the basics of successful...

(81) All levels 18 and older
No upcoming schedules
$52

2 sessions

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Retirement Planning Today

Mt. San Antonio College @ 1100 N Grand Ave, Walnut, CA

Discover time-tested strategies to make informed financial decisions for your retirement. This comprehensive class covers life planning, retirement needs, income sources, investments, and more. Plan your future with confidence.

(81) All levels 18 and older
No upcoming schedules
$61

2 sessions

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Seven Simple Secrets to Financial Freedom

Mt. San Antonio College @ 1100 N Grand Ave, Walnut, CA

Does your money work for you or do you work for your money? This class is not taught by a financial guru using technical language you can't possibly understand.  You will learn from a single Mom, turned home business entrepreneur, turned home owner, turned real estate investor.  This is not a get rich quick scheme. This is a plan of action to help others learn the path to financial freedom. In this fast paced workshop, you will learn...

(81) All levels 18 and older
No upcoming schedules

Financial ABC's

Los Angeles Harbor College Extension

The objective of this course are to provide you with the tools, insight, and proven strategies that will allow you to build a retirement plan that you are confident will achieve the goals you set for your retirement. This course will teach you easy-to-understand strategies on how to save money on taxes, manage investment risks and create the income stream for the retirement that you want. By the end of this course, you should be able to: Understand...

(10) All levels 18 and older
No upcoming schedules

Taxes in Retirement

El Camino College @ Online Classroom

The Tax Cuts and Jobs Act (TCJA), passed in December 2017, made several significant changes to the individual income tax. What provisions in the new tax law could affect you and your family in retirement? In this two-session course, you'll learn important details about the retirement tax updates and how they can make an impact on your retirement.  Day 1 will cover taxes, social security, health care & long term care.  Day 2 will...

(174) All levels 18 and older
No upcoming schedules
$39

2 sessions

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Passport to Retirement

Santa Monica College @ SMC Bundy Campus, Santa Monica, CA

Many adults feel that the most critical financial concern they face is whether they will be able to afford to retire some day. They fear they may outlive their money and they don't understand the basics of retirement planning and investment management. Learn about the most common roadblocks to retirement-planning success and how to avoid them.  Explore how to use stocks, bonds, mutual funds, and other investments to pursue your retirement...

(513) All levels 18 and older
No upcoming schedules
$99

4 sessions

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