Personal Finance and Retirement

Evening Class @ Walled Lake Elementary - Media Center

Personal Finance Fundamentals AND Roadmap to Retirement Classes


Personal Finance Fundamentals - Class #S18314


Want to learn the best way to pay off your debt? Ever wondered how much you should be saving for retirement? Interested in learning how to save on the cost of college? Not sure if you’re invested properly to reach your goals? If you’ve ever asked yourself these or similar questions about your money, this class is for you! This class will expose you to key areas of personal finance and help you understand how the impacts of your decisions on these areas is vital to your financial success. Topics include: Cash Management Fundamentals, Retirement Planning, Investment Concepts, College Planning, Insurance Planning and Tax/Estate Planning.


Roadmap to Retirement - Class #S18315


Do you wonder how much you should be saving for retirement, or what investments

to select for your 401K? Ready to retire, but not sure you’ve saved enough? Wondering when to begin collecting social security or what to do about retirement accounts from old jobs? If you’ve ever asked yourself these or similar questions about your retirement, this class is for you! For most of us, the transition from working to retirement will be one of the biggest transitions in our lives, both personally and financially; and the definition of “retirement” continues to change. The sooner you become educated about retirement planning, the more prepared you will be to make informed financial decisions and build the wealth you will need. This course will help you to gain a clear picture of the retirement you want, understand your 401K, IRA or other savings vehicles available to you, and calculate how much you will need to save to reach your goals.


Classes taught by Mike Bink of Equivest Financial.

7:00pm-8:30pm - Walled Lake Elementary - Media Center

Personal Finance Fundamentals

CLICK ON Class #S18314 to register *Complete*

Session(s): 2

Thursdays, 5/17 and 5/24 **PLEASE NOTE Day/Date Changes from brochure**

7:00pm-8:30pm

Fee: $30


Roadmap to Retirement

CLICK ON Class #S18315 to register *CANCELLED*

Session(s): 1

Wednesday, 6/20

7:00pm-8:30pm

Fee: $20