Calendar

Personal Financial Planning

  • 07/30/2020
  • 10:00 AM
  • 08/20/2020
  • 11:00 AM
  • Online via Zoom

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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