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Personal Finance Classes Boston, MA

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Personal Finance Classes Coming up in Boston

Smart Women Love Money

at Six Degrees Society

Never thought you had enough money to start investing? Alice Finn, Founder and CEO of Powerhouse Assets and Author of Smart Women Love Money, will teach us five simple, life-changing rules of investing.  What:  Each attendee will receive 2 curated 15 minute matches followed by a fireside chat with Alice Finn, Author of Smart Women Love...

Wednesday Oct 18th, 6:30pm

Student Loan Debt Relief

at Assabet After Dark - Marlborough
215 Fitchburg St, Boston, Massachusetts 01752

If you are paying off student loans, you need to attend this workshop! You will learn the advantages and “how to” of consolidating government student loans – reducing your monthly payments - as well as rapidly paying off crushing long term debt.  Reducing your student loan monthly payments can automatically be used to help you eliminate...

$55
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Investing in the Life You Deserve - Today and Tomorrow

at Assabet After Dark - Marlborough
215 Fitchburg St, Boston, Massachusetts 01752

How can you strike a balance between living for today and saving for tomorrow?  This is a question that many young people face.  The truth is, it takes a change in mindset to really understand how to save and to create wealth.  Unfortunately, for many young people, it is more difficult than ever to establish financial confidence and...

$59
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Passport to Retirement

at Assabet After Dark - Marlborough
215 Fitchburg St, Boston, Massachusetts 01752

Learn how to avoid the ten biggest retirement planning mistakes! Whether your objective is to build a nest egg, protect your assets, or preserve your lifestyle throughout retirement, the need for sound financial strategies has never been greater.  In this course, you'll learn how to create a plan to retire early; manage investment risks; use...

$79

3 sessions

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Retirement Planning & Employee Benefits

at Boston University CPE - Fenway/Kenmore
64-86 Cummington Mall, Boston, Massachusetts 02215

This course covers retirement planning for individuals and business owners. Learn how to conduct a retirement needs analysis and the key factors that affect plan selection for business owners. Qualified and non-qualified retirement plans, their provisions and taxation, will be thoroughly examined in this course. Other topics include distribution rules,...

$895

11 sessions

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Yes, You Can Raise Financially Aware Kids

at Assabet After Dark - Marlborough
215 Fitchburg St, Boston, Massachusetts 01752

Who wants to help their children and grandchildren learn about effective money management techniques?  Learn the tools necessary to have rewarding conversations with those you care about so that they can build financial confidence early on.  You will explore different strategies for effectively sharing concepts and developing habits over...

$59
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Social Security: Your Questions Answered

at Assabet After Dark - Marlborough
215 Fitchburg St, Boston, Massachusetts 01752

Learn key facts about the Social Security program including how benefits are calculated; full retirement age and choosing the right time to file; receiving benefits while working; provisional income and tax implications; and options for spouses and ex-spouses. There will be plenty of time for questions.

$59
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Introduction to Financial Planning

at Boston University CPE - Fenway/Kenmore
64-86 Cummington Mall, Boston, Massachusetts 02215

This course provides a comprehensive examination of the entire financial planning process, along with an overview of the specific areas of personal income tax planning, risk management and insurance, investment planning, retirement planning and estate planning.  The course introduces methods of gathering client data and teaches students how to...

$895

12 sessions

Find out first when dates are announced
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