Skip to main content

Financial Planning

Five Money Questions for Women (Livestream)— 2021-05-05 through  2021-05-05$29— LivestreamView Details

Wed., May 5, Noon-1:30 p.m. Women and men have differing considerations when it comes to long-term financial goals. For instance, because of a woman's average longer life span, your needs may be significantly different from those of your spouse or others. In this livestream course, the instructor will share perspectives on a process women can use to identify financial goals and set a strategy. We will also discuss the Rule of 72, systematic investing, employer-sponsored retirement plans and IRAs as strategies for saving. Instructor Claudia F. Rodriguez has over 20 years of experience in the finance industry, most recently as a financial advisor with Edward Jones.

  • Seats available: Approximately 25. This will be confirmed at checkout.
  • Location: Other  —  Maps
  • Course ID = 402838325
Course ClosedRetirement Planning Today (Face to Face) — 2021-02-02 through  2021-02-09$39— Face to FaceView Details

CHANGED to 6-9 p.m., 2 Tues. Feb. 2 and 9. PRICE LOWERED TO $39. University Center Rm. 213. Retirement Planning Today is a comprehensive course that helps you see the "big picture." It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. By attending the class, you will learn about the many ways to save for retirement. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. It will also teach you how to avoid the top 10 biggest retirement planning mistakes. You will receive a workbook with examples and illustrations to follow along with the classroom presentation along with bonus worksheets. This course is educational and non-commercial. No specific financial products are discussed or sold.

  • Seats available: 0. Call to be placed on waiting list.
  • Location: University Center  —  Maps
  • Course ID = 402722443
Retirement Planning Today (Livestream)— 2021-02-04 through  2021-02-11$39— LivestreamView Details

2 Thurs., Feb. 4 and 11, 6:30-8:30 p.m. PRICE LOWERED TO $39. Retirement Planning Today is a comprehensive course that helps you see the "big picture." It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. In this webinar, you will learn about the many ways to save for retirement. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. It will also teach you how to avoid the top 10 biggest retirement planning mistakes. You will receive a workbook via email with examples and illustrations to follow along with the classroom presentation along with bonus worksheets. This course is educational and non-commercial. No specific financial products are discussed or sold.

  • Seats available: Approximately 19. This will be confirmed at checkout.
  • Location: Other  —  Maps
  • Course ID = 402723570
Rules of the Road (Livestream)— 2021-04-08 through  2021-04-08$29— LivestreamView Details

Thurs., April 8, 5:30-7 p.m. Put yourself on the right road for your financial future. Learn the fundamental concepts of investing and potential strategies to help build your wealth. You'll learn the most common investing mistakes and how to avoid them, investing strategies to help reach your long-term goals, and what you can do now to prepare for retirement. Instructor Claudia F. Rodriguez has over 20 years of experience in the finance industry, most recently as a financial advisor with Edward Jones.

  • Seats available: Approximately 23. This will be confirmed at checkout.
  • Location: Other  —  Maps
  • Course ID = 402839133
Simplifying Your Spending and Saving Strategies (Livestream)— 2021-03-17 through  2021-03-17$29— LivestreamView Details

Wed., March 17, 5:30-7 p.m. No matter your age, learn how to sharpen your spending and saving strategies while learning about setting personal financial goals, balancing saving, spending and borrowing to achieve goals. Discover strategies for controlling debt and improving your credit score, along with practical savings options for now through retirement. Instructor Claudia F. Rodriguez has over 20 years of experience in the finance industry, most recently as a financial advisor with Edward Jones.

  • Seats available: Approximately 25. This will be confirmed at checkout.
  • Location: Other  —  Maps
  • Course ID = 402839960
Course ClosedRetirement Planning Today (Face to Face) — 2021-02-02 through  2021-02-09$39— Face to FaceView Details

CHANGED to 6-9 p.m., 2 Tues. Feb. 2 and 9. PRICE LOWERED TO $39. University Center Rm. 213. Retirement Planning Today is a comprehensive course that helps you see the "big picture." It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. By attending the class, you will learn about the many ways to save for retirement. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. It will also teach you how to avoid the top 10 biggest retirement planning mistakes. You will receive a workbook with examples and illustrations to follow along with the classroom presentation along with bonus worksheets. This course is educational and non-commercial. No specific financial products are discussed or sold.

  • Seats available: 0. Call to be placed on waiting list.
  • Location: University Center  —  Maps
  • Course ID = 402722443
Retirement Planning Today (Livestream)— 2021-02-04 through  2021-02-11$39— LivestreamView Details

2 Thurs., Feb. 4 and 11, 6:30-8:30 p.m. PRICE LOWERED TO $39. Retirement Planning Today is a comprehensive course that helps you see the "big picture." It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. In this webinar, you will learn about the many ways to save for retirement. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. It will also teach you how to avoid the top 10 biggest retirement planning mistakes. You will receive a workbook via email with examples and illustrations to follow along with the classroom presentation along with bonus worksheets. This course is educational and non-commercial. No specific financial products are discussed or sold.

  • Seats available: Approximately 19. This will be confirmed at checkout.
  • Location: Other  —  Maps
  • Course ID = 402723570
Simplifying Your Spending and Saving Strategies (Livestream)— 2021-03-17 through  2021-03-17$29— LivestreamView Details

Wed., March 17, 5:30-7 p.m. No matter your age, learn how to sharpen your spending and saving strategies while learning about setting personal financial goals, balancing saving, spending and borrowing to achieve goals. Discover strategies for controlling debt and improving your credit score, along with practical savings options for now through retirement. Instructor Claudia F. Rodriguez has over 20 years of experience in the finance industry, most recently as a financial advisor with Edward Jones.

  • Seats available: Approximately 25. This will be confirmed at checkout.
  • Location: Other  —  Maps
  • Course ID = 402839960
Rules of the Road (Livestream)— 2021-04-08 through  2021-04-08$29— LivestreamView Details

Thurs., April 8, 5:30-7 p.m. Put yourself on the right road for your financial future. Learn the fundamental concepts of investing and potential strategies to help build your wealth. You'll learn the most common investing mistakes and how to avoid them, investing strategies to help reach your long-term goals, and what you can do now to prepare for retirement. Instructor Claudia F. Rodriguez has over 20 years of experience in the finance industry, most recently as a financial advisor with Edward Jones.

  • Seats available: Approximately 23. This will be confirmed at checkout.
  • Location: Other  —  Maps
  • Course ID = 402839133
Five Money Questions for Women (Livestream)— 2021-05-05 through  2021-05-05$29— LivestreamView Details

Wed., May 5, Noon-1:30 p.m. Women and men have differing considerations when it comes to long-term financial goals. For instance, because of a woman's average longer life span, your needs may be significantly different from those of your spouse or others. In this livestream course, the instructor will share perspectives on a process women can use to identify financial goals and set a strategy. We will also discuss the Rule of 72, systematic investing, employer-sponsored retirement plans and IRAs as strategies for saving. Instructor Claudia F. Rodriguez has over 20 years of experience in the finance industry, most recently as a financial advisor with Edward Jones.

  • Seats available: Approximately 25. This will be confirmed at checkout.
  • Location: Other  —  Maps
  • Course ID = 402838325