Tue, Sep 22
6:15pm - 8:45pm Eastern Time
Meets 10 Times
8 classes have spots left
at Baruch College - CAPS - Online 00000
This introductory course is for individuals who would like to enhance their knowledge and experience to make better investment decisions. You will learn how to read financial pages and analyze the risks and rewards of investing. Note: Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington Avenue building....
This introductory course is for individuals who would...
Read moreTuesday Sep 22nd, 6:15pm - 8:45pm Eastern Time
(10 sessions)at Baruch College - CAPS - Online 00000
Designed to help individual investors understand and evaluate the wealth management landscape. Become educated on how to become a better consumer of financial products and services. Note: Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington Avenue building.
Designed to help individual investors understand and...
Read moreThursday Sep 24th, 6:15pm - 8:45pm Eastern Time
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at 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. ...
The Tax Cuts and Jobs Act (TCJA), passed in December...
Read moreSaturday Jul 18th, 10am - 12pm Pacific Time
(2 sessions)at Santa Monica College - Online Online Classroom, Los Angeles, California 00000
Filing for Social Security benefits can be stressful. Failing to use the right strategy when choosing when and how to claim benefits can cost you a lot of money, and potentially put your surviving spouse at financial risk. Don't leave thousands of dollars "on the table" simply because you don't understand how to optimize your benefits. Join...
Filing for Social Security benefits can be stressful....
Read moreThursday Aug 13th, 6:30pm - 9pm Pacific Time
at Baruch College - CAPS - Online 00000
This course is required to earn the following designations: RPA, CEBS This course provides strategic insights into today’s most pressing challenges that accompany the sponsoring of defined contribution plans in a volatile, global world. From the outset, the course seeks to impart the fundamentals of investment management that should be mastered...
This course is required to earn the following designations:...
Read moreThursday Sep 24th, 6:15pm - 8:45pm Eastern Time
(10 sessions)at Baruch College - CAPS - Online 00000
This course is mandatory for students enrolled in the Finance Certificate programs. Students will focus on the concepts of Modern Portfolio Theory and the Efficient Market Hypothesis. The course will also outline the basics of portfolio optimization and asset allocation. Students will review equity market valuation models; risk-reward dimensions...
This course is mandatory for students enrolled in...
Read moreWednesday Sep 23rd, 6:15pm - 8:45pm Eastern Time
(10 sessions)at West Los Angeles College - Online Online via Zoom, Los Angeles, California 00000
Whether just getting started or already in business, developing a sound business plan is essential for obtaining many types of financing and helps evaluate opportunities. Find out how to go about creating one. Learn about revenue, direct costs, margins and overhead. Other topics include defining market opportunities unique selling advantages...
Whether just getting started or already in business,...
Read moreSaturday Aug 8th, 9am - 12pm Pacific Time
(2 sessions)at West Los Angeles College - Virtual Classroom
Whether just getting started or already in business, developing a sound business plan is essential for obtaining many types of financing and helps evaluate opportunities. Find out how to go about creating one. Learn about revenue, direct costs, margins and overhead. Other topics include defining market opportunities unique selling advantages...
Whether just getting started or already in business,...
Read moreSaturday Aug 8th, 12pm - 3pm Eastern Time
(2 sessions)at Santa Monica College - Online Online Classroom, Los Angeles, California 00000
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...
Learn how to invest intelligently and profitably...
Read moreat Bronxville Adult School - Virtual Learning via Zoom
Preserving Family Assets from Estate Taxes, Nursing Home Costs and More Learn how to legally avoid estate taxes and nursing home costs and keep family assets from ending up in unwanted hands, while maintaining control of your assets. You will be taught what needs to be done in order to pass assets to children free of estate tax, how you can protect...
Preserving Family Assets from Estate Taxes, Nursing...
Read moreat General Assembly - Near North Side 444 N Wabash Ave 5th Fl, Chicago, Illinois 60611
This workshop is perfect for professionals looking to move to the next level in their career. Build a professional brand story and learn what makes a sellable profile. Whether you are looking to move up, pivot your focus, or find the right next role, build a professional story that helps you stand out. You’ll learn and apply best practices to enhance...
This workshop is perfect for professionals looking...
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Thousands of classes. No expiration. You choose the $ amount. Select a category or let the recipient pick.
at Santa Monica College - Santa Monica SMC Bundy Campus 3171 S Bundy Dr, Santa Monica, California 90066
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...
Did you know that women often make the best investors?...
Read moreat Mt. San Antonio College - Walnut 1100 N Grand Ave Bldg 40, Walnut, California 91789
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....
Learn the fundamental principles of comprehensive...
Read more2 sessions
at Derive Wealth - Pasadena 225 S Lake Ave Ste 300, Pasadena, California 91101
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...
A transformative class teaching you how your money...
Read moreat El Camino College - Torrance 16007 Crenshaw Blvd, Torrance, California 90506
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...
A two-session, pure-finance-education workshop for...
Read more2 sessions
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