Finance & Investment

Chart Your Course to Retirement

This comprehensive, educational retirement planning workshop, provided in two three-hour sessions, is specifically designed for pre-retired and recently retired Baby Boomers. Participants find out if they are on track for retirement – and what to do if they are not. By the end of the course participants will have completed a “Retirement Navigation” chart, a personalized written assessment of how prepared they are for retirement based on current age, income and goals.

There are no more classes for the current term.

Warren Buffet once said: "Rule No. 1: never lose money; Rule No. 2: don't forget rule No. 1." If you have taken a financial planning course and applied basic skills to put together a portfolio, this course will help you improve your investment results by understanding various sources of risk. You will learn how to limit investment downside and put together a portfolio that avoids devastating worst-case scenarios. Particular attention will be given to minimizing portfolio volatility. We will discuss practical ways of building a portfolio with common instruments such as stocks, bonds, mututal funds and exchange-traded funds to help you acheive your financial goals.

Personal Finance Playbook

This class is a practical and entertaining money-management seminar that will help you improve your personal financial situation. Through our common sense practical approach, the course provides engaging activities designed to provide the information, inspiration and accountability in the areas of budgeting, saving, eliminating debt, and managing household income.

Stop the Financial Insanity

Learn what the pros know. This authoritative, behind-the-scenes look at Wall Street shows how to build a market-proven income generating portfolio that can minimize risk and beat growth-oriented investment strategies.  This is a must attend financial survival course for every investor over 50 years of age.

*Site:

BC = SCF Bradenton, 5840 26th St. W., Bradenton
LWR = SCF Lakewood Ranch, 7131 Professional Pkwy, E., Sarasota 
VC = SCF Venice, 8000 S. Tamiami Tr., Venice 
TSI = Traffic Safety Institute, Main St. Plaza, 1991 Main St., Ste. 123, Sarasota, Next to Hollywood 20