take control of your future!
We offer a course that covers everything you need to know to grow your assets over time and attain financial freedom.
This is a philanthropic activity for us (and for the instructor) and we offer the classes for free, with absolutely no financial angle.
Registration is now open for Batch #38, starting on a Sunday. The start date has not been finalized.
To register, please go to “Register” tab on top of this page.
This 6-session course covers most of the common financial issues all of us face in our lives; questions such as:
How to invest so that your wealth grows: Mutual Funds, Bonds and Stocks
How to manage retirement accounts: 401-K and IRAs
How to protect your loved ones: Insurance
What to consider when financing a home
Saving for Education
Annuities
Taxes
Plus more
What this course is (and isn’t)?
These are highly interactive live sessions in small groups of 20-30 students where you get unbiased information that you can put to use immediately to handle real-life issues. This course is not about buying or selling insurance, about any get-rich-quick schemes, or about any kind of trading.
About the Instructor
He has worked for financial services companies, including Merrill Lynch and Oppenheimer, during most of his 30 year career. His interest in money management combined with the environment at these mutual fund companies helped him learn about all types of markets and instruments. He started investing his own money in 1984 and gained direct money management experience by investing in stocks, bonds, commodities, options and other market instruments. He has an MBA in Finance, and has CPA and CFA designations.