Personal Finances   

Are you getting the best possible value from an insurance company? Will that company honor a claim? How do you get a great price when there are so many insurance terms to understand? Do you have too much or too little coverage? Why does your credit matter? Shopping for insurance should be an annual event to ensure you are getting proper coverage from a solid company at a reasonable price. The insurance market is volatile, and becoming a savvy shopper will help you understand your policy and put you in the driver's seat when shopping for auto, home, or renters' quotes.

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.