Nearly every successful professional could benefit from increased financial fluency. This personal finance course for professionals ages 35-50 uses a comprehensive, unbiased approach to deliver rewards over a lifetime. Topics will include life and wealth planning, barriers to wealth accumulation, tax advantaged investment vehicles, managing family finances, and investment strategies. A spouse or guest may attend at no additional charge.
By taking this course, you will get answers to your wealth planning questions, learn how to align financial decisions and goals, gain tools and strategies for greater financial fluency, learn practical strategies for reaching your financial goals, and more.
This course is taught by Whitney Goldstein and Jay Goldstein. Both are financial advisors with Robert W. Baird.