Personal Finance Classes in Los Angeles, CA

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. ...

Learn how to invest intelligently and profitably to secure your financial future. Find out how to select a financial advisor, and what you need to know about annuities, bonds, gold, mutual funds, stocks, real estate, and Social Security. Pick up tax-savings ideas, and find out how to manage credit and debt, and increase FICO scores. Discover time-tested...

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....

Full course title:  Financial Badassery 101: How to Finally Get Your Finances in Shape Money and investing shouldn’t be scary; this course is designed to help students learn about the psychology behind money decisions. Students will learn the basics about savings, debt consolidation, investing now(!), real world experiences with real estate...

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...

For many, planning for retirement brings special challenges. Why? Because women tend to live longer, save less, and not be as engaged as men when it comes to retirement and financial planing. But women who take an active role in their finances can overcome the odds!  This class is designed to give you a jump start and invest with confidence or...