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.  

Schedule of Upcoming Seminars

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

Investing in Mutual Funds and ETFs  
Today, investors can choose from thousands of mutual funds and exchange traded funds (ETFs) when trying to put together the optimum investment portfolio for meeting long-term financial objectives. To navigate this maze of options, investors need a solid understanding of the risks and rewards offered by these popular investment vehicles. This one-day seminar begins with a review of basic investment principles, including an overview of the equity and bond markets, alternative asset classes, and a history of the mutual funds and ETF industries. Participants are introduced to various investment styles and strategies (index vs. actively managed funds, financial risk-balancing techniques and the selection process using fund prospectuses, annual reports, and online resources). Students leave with a better understanding on how to construct a diversified mutual fund and ETF portfolio. 

Mastering Your Personal Finances  
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. 


Print Friendly, PDF & Email