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.   

Spring ’17 Flyer

Moving From Debt to Wealth on Any Income  April 29
If it seems like all the money you earn comes in one hand and just goes out the other, you’re not alone. More than 90% of our population has not been taught the basics of handling money effectively and only an estimated 10-20% of American workers and business owners will retire feeling financially secure. In this seminar, participants learn a revolutionary system to move from debt to financial independence, a system which is consistently practiced by the wealthiest people in the world and taught by a multi-millionaire. Topics include how to break through limiting barriers, set attainable financial goals and create the support structure to achieve them, live within your income in 90 days, get out of credit card debt, save 10-20% of your gross income each month, handle emergency spending without a financial disaster, and spend money, NOT budget, to reach financial goals. Students leave the seminar with practical techniques and strategies that can be implemented immediately. 

Practical Investing  May 13
Learn about your investments and how to construct a more effective portfolio in this one-day seminar. Participants are provided with an overview of key investment fundamentals and then learn how to apply these principles. Topics include risk/reward profiles, portfolio construction using multiple asset classes, tax strategies (mutual funds vs. ETFs, tax advantaged accounts), basic statistical measurements, and using macro-economic analysis for investment decision making. Socially responsible investing, ethics, and the role of the financial advisor also are covered. Students leave the class with a better understanding of how to apply practical investment concepts to achieve long-term financial goals.

Retirement Planning 101  June 3
In straightforward language, this class explains time- tested strategies that help you to make informed financial decisions about retirement. Whether your objective is to build a nest egg, protect your assets, or preserve your lifestyle throughout retirement, this course helps you plan with confidence. Topics covered include strategies for maximizing your Social Security benefits; the mechanics of retirement investments (CD’s, bonds, stocks, ETF’s, mutual funds, and annuities); 401K plans; IRA’s; advantageous use of tax laws; financial tips for successful retirement; how to manage your estate; and much more.

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