Jan
7
9:00 AM09:00

$ Workshop: Personal Financial Planning

  • San Francisco State University College of Extended Learning (map)
  • Google Calendar ICS

>>>Click Here to Register Now!!<<<

If you have trouble registering at the above link, please contact SF State Enrollment Services directly at 415-405-7700, press 5.

Get objective, unbiased information to make better decisions about your personal finances. The class will focus on your individual needs and goals. You'll discover how to:

  1. Establish a budget that lets you enjoy life while saving money
  2. Choose the right insurance
  3. Develop an estate plan
  4. Maximize employee benefits
  5. Create a tax strategy
  6. Invest your savings for short- and long-term needs, and
  7. Plan for a comfortable retirement.

You'll also learn how to navigate the "financial services" minefield to find the right financial advisor and understand how much you should--and shouldn't--pay. You'll come away from this class with a much clearer understanding of personal finances and the confidence to make better decisions. This workshop was created to fill a void for accessible personal financial planning education for individuals and families in their 30's and 40's.

View Event →
Apr
2
9:00 AM09:00

$ Workshop: Personal Financial Planning

>>>Click Here to Register Now!!<<<

If you have trouble registering at the above link, please contact SF State Enrollment Services directly at 415-405-7700, press 5.

Get objective, unbiased information to make better decisions about your personal finances. The class will focus on your individual needs and goals. You'll discover how to:

  1. Establish a budget that lets you enjoy life while saving money
  2. Choose the right insurance
  3. Develop an estate plan
  4. Maximize employee benefits
  5. Create a tax strategy
  6. Invest your savings for short- and long-term needs, and
  7. Plan for a comfortable retirement.

You'll also learn how to navigate the "financial services" minefield to find the right financial advisor and understand how much you should--and shouldn't--pay. You'll come away from this class with a much clearer understanding of personal finances and the confidence to make better decisions. This workshop was created to fill a void for accessible personal financial planning education for individuals and families in their 30's and 40's.

View Event →
Jan
16
9:00 AM09:00

$ Workshop: Personal Financial Planning

Get objective, unbiased information to make better decisions about your personal finances. The class will focus on your individual needs and goals. You'll discover how to:

  1. Establish a budget that lets you enjoy life while saving money
  2. Choose the right insurance
  3. Develop an estate plan
  4. Maximize employee benefits
  5. Create a tax strategy
  6. Invest your savings for short- and long-term needs, and
  7. Plan for a comfortable retirement.

You'll also learn how to navigate the "financial services" minefield to find the right financial advisor and understand how much you should--and shouldn't--pay. You'll come away from this class with a much clearer understanding of personal finances and the confidence to make better decisions. This workshop was created to fill a void for accessible personal financial planning education for individuals and families in their 30's and 40's.

View Event →

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