Personal Financial Planning

Thursdays, July 30–August 20, 10-11am ONLINE via Zoom

Instructor: Chris Qwinn

Length: 4 weeks, 1 hour per week

• Week 1:
  • Taking out loans (why, how, how much, when)
  • Building credit
• Week 2:
  • Budgeting, saving, and analyzing expenses
  • Major Asset Purchases: Homes & Cars
• Week 3:
  • Taxes (Income, capital gain, and property) and inflation
• Week 4:
  • Investment Asset Classes (Equities, Fixed Income, Alternatives, Cash)
  • Investment Accounts (Roth IRA, Traditional IRA, Taxable Account)

About the instructor

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