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...

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...

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...

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...

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...

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...

The #1 fear of retirees is running out of money acccording to AARP. The average retiree misses out on thousands of dollars simply by not understanding how to optimize Social Security benefits. Don’t let this be you! Join this informative and easy-to-understand class that demystifies the social security system.  You’ll discuss the wide variety...

Scared about investing your hard earned money into investments like stocks, bonds and real estate? When people say “I don’t want to lose all my money by investing” it’s often because they don’t understand the benefits of long-term investing.  Come to this workshop to learn: The magic behind compounding interest The risks and returns...