Personal Finance Classes in Los Angeles, CA

Did you know that women often make the best investors? Whether you’re single, widowed, married, employed, or retired, you need to know how to improve your current financial picture. Learn the importance of portfolio allocation, how to select an investment advisor, and how to select investments for growth, income, and safety. We’ll also cover...

Social Security is possibly the most valuable yet most misunderstood and undervalued source of retirement income that people have. When advance planning is done properly and the right decisions are made at the right time, benefits can be increased as much as 25%. This informative workshop will provide you with much needed information to help you understand...

Join us for an informative and easy-to-understand seminar that explores how you can maximize your Social Security income. Gain the knowledge you need to make an educated and confident election decision. This seminar is designed to assist those who have not yet, but will soon begin receiving their Social Security retirement benefits, and those who have...

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....

A transformative class teaching you how your money works, the steps needed to achieve financial freedom, and how to organize your finances into an efficient game plan.   The Environment My classes are designed to be personal. You will be in comfortable chairs in a large conference room with plenty of room to move around. The 7-Step Guide The...

There is a better way to invest.  Investing has very little to do with the amount of money you have and everything to do with the strategy you believe in.  Come experience the Derive Wealth Flat Fee approach. What You Get - Step 1: 60-minute investment strategy educational class - Step 2: Access to flat fee investment portfolios Step 1:...

Designed for entrepreneurs, freelancers or anyone interested in investing using technology, this course is structured to help students first understand the big picture of investing (reasons to invest, ways to invest) and then determine their own personal investing philosophy and goals. We'll spend part of the class understanding the language of investing...

Medicare doesn't provide coverage for all health needs. Because of that, the typical retiree with Medicare currently spends about $4600 a year on health care expenses, according to an AARP study. And what happens if you don’t enroll? Get in-depth information about all parts of Medicare -- Part A-for hospitalization coverage, Part B-for physicians'...

Need money? You can convert home equity to cash for a medical expenses, additional monthly income, a tax-free line of credit, or an advance on an inheritance. Dean will discuss the pros and cons of reverse mortgages, the myths surrounding them, things to consider, and how to obtain them if you choose. So if you’re a homeowner age 62 or over – or...

Did you know that your credit score can cost or save you thousands of dollars and influence your future employment opportunities?  Your workshop instructor will share debt management behaviors that impact your score and will decipher the information contained in a report. Learn how to remove errors,...