FINANCIAL PLANNING
Become the Complete Stock Market Investor (FINA 251)
In this multi-week course, students will gain the necessary insight into how professional money managers analyze the markets.
This comprehensive course covers the following four key areas:
- Protecting Your Money in the Markets
- Modern Portfolio Theory for the Novice
- Optimizing Your Portfolio with Technical Analysis
- The Complete Stock Market Investor (Pulling It All Together)
- This course is geared toward the novice to intermediate investor.
The instructor, Steve Godwin, holds licenses as a General Securities Principal and Registered Investment Advisor. He has been teaching stock market short courses at the local community colleges for over 10 years.
Steve Godwin
Tues., & Thurs., Oct. 13 to Oct. 22, 6:30pm-9:00pm
Location: Foothill College
Room: 3301
$65
A Six-Week Investment and Financial Planning Class (FINA 252)
Everyone from beginners to experienced investors will find this legendary, thirty-years-running series of great interest. Topics include:
- Avoiding the most common investment mistakes
- Types and effectiveness of various tax-saving strategies
- Structuring a bond portfolio to your advantage
- Pre and post-retirement planning
- No-nonsense financial planning
- Pros and cons of tax-free income
- Choosing the best mutual funds out of thousands
- How to make the most out of ETFs
- How to achieve more powerful and stronger assets
- Getting outstanding assistance with investment decisions
- Building a rock solid stock portfolio
- Real estate that really works for you
- Strengthening your incom
- Finding competent investment advisors
- Using gold, REITs, and advisory services
- How to generate a growing retirement income
- What Wall Street won’t tell you (partnerships, IRAs, and investments)
Also covered—advantages and disadvantages of different annuities, GNMA funds, different types of retirement accounts, how economic hedging and asset allocation can fit your individual profile.
Course taught by three extremely qualified instructors (with over 70 years of cumulative investment experience).
Stephen W. Lewis, Jim Curran, & Deborah Peri
Wed., Oct. 14 to Nov. 18, 7:00pm-9:00pm
Location: Foothill College
Room: 5015
$65
Financial Strategies for Successful Retirement (FINA 253)
In this workshop, participants will be introduced to key concepts and practices of wise money management for retirement. Learn about investments, long-term health care, Social Security and Medicare, managing money for secure income and reduced taxes, estate planning, lifestyle issues, and pension options.
This workshop will help you avoid future financial pitfalls and help you maximize future gains. Included in the class price, you will receive a 100-page workbook, detailing all the vital retirement strategies needed to provide you with comprehensive information, along with a personalized financial blueprint to help ensure yourself a successful retirement.
We offer 2 different dates for this class.
These classes will fill up quickly–enroll today! Be sure to indicate your section (.S1 OR .S2) when enrolling.
Dennis Shapses & Dave Cuellar
.S1: Saturdays, Oct. 10 & Oct. 17, 9:45am-2:00pm
.S2: Saturdays, Nov. 14 & Nov. 21, 9:45am-2:00pm
Location: De Anza College
Room: S-34
$65
top