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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:
- Establish a budget that lets you enjoy life while saving money
- Choose the right insurance
- Develop an estate plan
- Maximize employee benefits
- Create a tax strategy
- Invest your savings for short- and long-term needs, and
- 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.