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Course Description

Successful financial planning and investing is critical to reaching your financial goals. This course reviews the process of financial planning and gives you the tools to refine and upgrade your existing financial plan. We'll discuss wealth management and investments, retirement strategies, asset allocation models, estate planning, and risk management. You'll receive a checklist of financial documents that you should have available and organized as well as a comprehensive financial planning list of follow-up action steps to implement your financial plan. This course is ideal if you want to elaborate on the financial groundwork you have already laid as well as organize the array of strategies and products you have accumulated.
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Enroll Now - Select a section below
Section Title
Blueprint for Financial Success
Type
Classroom
Days
M
Time
6:30PM to 8:30PM
Dates
Mar 21, 2022
Type
Classroom
Days
M
Time
6:30PM to 8:30PM
Dates
Mar 28, 2022
Type
Classroom
Days
M
Time
6:30PM to 8:30PM
Dates
Apr 04, 2022
Type
Classroom
Days
M
Time
6:30PM to 8:30PM
Dates
Apr 11, 2022
Type
Classroom
Days
M
Time
6:30PM to 8:30PM
Dates
Apr 18, 2022
Schedule and Location
Contact Hours
10.0
Location
  • Century Center
Delivery Options
Course Fee(s)
Tuition non-credit $195.00
Drop Request Deadline
Mar 14, 2022
Transfer Request Deadline
Mar 14, 2022
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