Saturday Seminars in Personal Finance

 

Finance FamilyTake Charge of Your Financial Future!  

Learn how to take control of your financial future with these convenient financial literacy seminars. Designed for individuals of all ages, this series of three 1-day seminars surveys the key facets for organizing your personal finances and maximizing long-term financial health. 

Participants gain a better understanding of key personal finance principles, including how to budget, save, invest, and spend monetary resources over time, taking into account various financial risks and future life events. 

 

Key Features and Benefits

  • Instructor-led seminars that are conveniently offered on Saturdays in a relaxed, workshop format.
  • Interactive lectures that are presented by experienced instructors who are financial professionals with extensive hands-on experience.
  • Choose from a wide variety of personal finance seminars, covering topics in personal money management and budgeting, investments, asset protection and insurance, and retirement planning.  
Special Discount!

UCLA Extension Certificate Students and Graduates can enroll at a discount rate of $55 for each seminar. Contact Sam Gomez at (310) 825-4938 for more information.

Schedule of Upcoming Seminars

Click on the respective course titles below to view full course descriptions and to enroll.   

Winter ’17 Flyer

Mastering Your Personal Finances  Jan 28
This practical one-day seminar helps you gain self-assurance and take charge of your financial choices through a better understanding of key personal financial planning concepts and strategies. Learn how to establish long- and short-term financial goals to maximize both current income as well as sufficient saving for the future, and examine the best methods for reaching these goals. Topics focus around the 10 “must do’s” for developing your own financial plan. The seminar is ideal for younger individuals who need information and advice on investing and methods for building a sound financial plan; individuals who want to better manage their family finances and investments; pre-retirees or current retirees who must make significant investment and retirement plan choices, as well as face the ultimate tax consequences of their decisions; and anyone who feels that their current financial plan can use some “fine-tuning” to bring it in line with today’s economic environment. 

Introduction to the Stock Market  Feb 11
Learn about the equities markets and the approaches that successful investors use to select stocks. Topics include goal-setting and successful strategies; protecting profits and limiting losses; understanding investment risk and market psychology; techniques for selecting stocks in both up and down markets; stock classifications–growth, income, cyclical, interest-sensitive, and defensive; approaches to the study of the markets–understanding market cycles; diversification through mutual funds; potential impact of current monetary and fiscal policy on portfolios; tracking/measuring stock performance; and how to read and comprehend financial tables and sources of information.

Managing Risk In Your Financial Life  March 4
Understanding basic insurance concepts is an important element for properly managing your personal finances. Life is full of unexpected events, and having the proper insurance coverage can help protect you against financial losses and expenses that can arise from these unpredictable events. This one-day seminar provides a comprehensive overview of insurance covering: 1) health insurance, including common types of health insurance plans and how the new Affordable Care Act might affect your coverage; 2) auto insurance: including the “ins and outs” of a car insurance policy; 3) homeowner insurance: including an overview of several coverage types, commonly referred to as Coverage A-F; and 4) life insurance: including what types there are and who should buy it and at what level. Additional topics include premiums and deductibles, insurance claims, and factors that determine the cost of insurance. Students leave the class with a better understanding of the need for insurance and strategies for purchasing appropriate plans and coverage.

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