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Course Description

Statistics tell us that eight out of ten women will end up handling their finances. This may be due to longevity, divorce or other reasons. This class will prepare you to manage your finances and give you a deep knowledge of financial markets. We will cover budgeting and give you tools to create and run a budget. You will learn how to allocate assets properly. We will spend a lot of time breaking down stocks/equities vs. bonds/fixed income. You will learn how to evaluate your portfolio against proper benchmarks and how to interpret your financial statements. Each class includes a packet of worksheets. This class will give you peace of mind and knowledge that will last a lifetime. This is a fun, hands-on, interactive class where questions are welcomed.

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