Future FREE Classes:

 

Wealth Building Part I / Start by identifying where you are and where you want to go with your money and your life / Instructor: Casey Redmond / Cedar Falls Library / 6:00 - 7:30 / Wednesday, January 2nd

   

Wealth Building Part II / Taking action with your money when it comes to debt and insurance / Instructor: Casey Redmond / Cedar Falls Library / 6:00 - 7:30 / Wednesday January 9th

   

Wealth Building Part III / Making wise decisions with the big ticket expenses like a home, a car and an education / Instructor: Casey Redmond / Cedar Falls Library / 6:00 - 7:30 / Wednesday, January 16th

   

Wealth Building Part IV / How to invest wisely with your hard earned savings / Instructor: Casey Redmond / Cedar Falls Library / 6:00 - 7:30 / Monday, January 28th

   

Wealth Building V / What determines returns? Asset Allocation, Costs and Emotions / Instructor: Casey Redmond / Cedar Falls Library / 6:00 - 7:30 / Wednesday, January 30th

 

Wealth Building VI / Putting it together as you build the right habits / Instructor: Casey Redmond / Cedar Falls Library / 6:00 - 7:30 / Wednesday, February 6th

   

30 in 30 / Transforming into the New Version of YOU / How to create a life worth living using a financial education and an understanding of YOU / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Monday, April 1st

   

30 in 30 / Retirement Seminar  Class #1 / How to take the necessary steps needed to create a successful and happy retirement / Instructor: Mike Finley / Cedar Falls Library / 6:00 - 7:30 / Tuesday, April 2nd

 

30 in 30 / Investing Seminar Class #1 / The Beginning: How to become the wise and efficient investor in a very unforgiving and sometimes cruel world / Instructor: Mike Finley / Waterloo Library / 6:00 - 7:30 / Wednesday, April 3rd

   

30 in 30 / The Path to Financial Freedom / Achieving financial freedom is a process that can be learned, duplicated, and passed on to the next generation / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Thursday, April 4th

   

30 in 30 / How to Make a Budget / Creating a budget helps the individual design the future of their dreams / Instructor: Megan Redmond / UNI Library Room 287 / 11:30 - 12:30 / Friday, April 5th

   

30 in 30 / Understanding Taxes and How to Reduce Them / Gathering the knowledge about the world of taxes will help you identify ways to reduce them / Instructor: Mike Finley / UNI ScholarSpace Room / 3:00 - 4:30 / Saturday, April 6th

   

30 in 30 / Women and Money (Men Allowed) / A panel discussion on how women can take control of their money AND their life / Instructor: Patty Rausa / UNI Library ScholarSpace Room / 2:00 - 3:30 / Sunday, April 7th

   

30 in 30 / The Smart Way to Buy a Vehicle / Gathering the knowledge on buying a vehicle wisely can reduce the costs AND the stress / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:30 - 8:00 / Monday, April 8th

 

30 in 30 / Retirement Seminar Class #2 / How to get the portfolio right leading into and through retirement and beyond /Instructor: Mike Finley / Cedar Falls Library / 6:00 - 7:30 / Tuesday, April 9th

 

30 in 30 / Investing Seminar Class #2 / Identify where you are with your portfolio and where you want to go with your investments / Instructor: Mike Finley / Waterloo Library / 6:00 - 7:30 / Wednesday, April 10th

     

30 in 30 / How to Reduce the Affects of Advertising on your Life / A materialistic life can lead to high levels of debt, stress, and servitude; reject it! / Instructor: Mike Finley / UNI Library ScholarSpace Room / 5:30 - 6:30 / Thursday, April 11th

   

30 in 30 / How to Manage Student Loan Debt in a Responsible Way / There are smart ways and not so smart ways to handle student loans / Instructor: Mike Finley / UNI Library Room 287 / 10:00 - 11:30 / Friday, April 12th

   

30 in 30 / IPERS and Investing in a 403(b)/457 Part I / Understanding defined benefit plans and defined contribution plans when looking at retirement planning / Instructor: Casey Redmond / Upper Iowa on University Avenue / 3:00 - 4:30 / Saturday, April 13th

   

30 in 30 / IPERS and Investing in a 403(b)/457 Part II / Understanding defined benefit plans and defined contribution plans when looking at retirement planning / Instructor: Casey Redmond / Upper Iowa on University Avenue / 3:00 - 4:30 / Saturday, April 14th

   

30 in 30 / The Smart Way to Buy a Home /  Make this BIG decision with as much knowledge as you can BEFORE buying / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Monday, April 15th

   

30 in 30 / Retirement Seminar Class #3 / How to withdraw out of your portfolio in retirement in a cost and tax efficient way / Instructor: Mike Finley / Cedar Falls Library / 6:00 - 7:30 / Tuesday, April 16th

   

30 in 30 / Investing Seminar Class #3 / Asset Allocation Part I: How to put together a low cost all index fund portfolio that leads to higher returns over time = high returns / Instructor: Mike Finley / Waterloo Library / 6:00 - 7:30 / Wednesday, April 17th

   

30 in 30 / Insurance and YOU / The wide world of insurance is BIG and it pays to understand it BEFORE buying any policy / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Thursday, April 18th

   

30 in 30 / Retirement Seminar Class #4 / How to make the most of fixed income and insurance long into  retirement / Instructor: Mike Finley / Cedar Falls Library / 6:00 - 7:30 / Tuesday, April 23rd

   

30 in 30 / Investing Seminar Class #4 / Asset Allocation Part II: How to sustain and grow a low cost index portfolio for decades  / Instructor: Mike Finley / Waterloo Library / 6:00 - 7:30 / Wednesday, April 24th

   

30 in 30 / Advertising and YOU / Learn how to avoid a materialistic life that can lead you down a path of destructive debt, stress and unhappiness / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Thursday, April 25th

   

30 in 30 / Retirement Seminar Class #5 / Social Security 101: How to make the right decisions at the right time using long term strategies / Instructor: Mike Finley / Cedar Falls Library / 6:00 - 7:30 / Tuesday April 30th

   

Investing Seminar Class #5 / How to invest wisely in Real Estate and how to make the tax code work for you instead of against you / Instructor: Mike Finley / Waterloo Library / 6:00 - 7:30 / Wednesday, May 1st

   

Retirement Seminar Class #6 / Medicare 101: How to make the right decisions as it relates to the Medicare Program / Instructor: Mike Finley / Cedar Falls Library / 6:00 - 7:30 / Tuesday, May 7th

   

Investing Seminar Class #6 / How to invest wisely without letting emotions and/or crooks in the backdoor / Instructor: Mike Finley / Waterloo Library / 6:00 - 7:30 / Wednesday, May 8th

   

Retirement Seminar Class #7 / How to handle Real Estate and Taxes in retirement and beyond / Instructor: Mike Finley / Cedar Falls Library / 6:00 - 7:30 / Tuesday, May 14th

   

Investing Seminar Class #7 / How to select the right financial advisor who has the most knowledge AND who works solely for you / Instructor: Mike Finley / Waterloo Library / 6:00 - 7:30 / Wednesday, May 15th

   

Retirement Seminar Class #8 / Final Recap: The path forward is more than just financial, it is also psychological / Instructor: Mike Finley / Cedar Falls Library / 6:00 - 7:30 / Tuesday, May 21st

   

Investing Seminar Class #8 / Final Recap: How to pull it altogether so your portfolio lasts longer than you do / Instructor: Mike Finley / Waterloo Library / 6:00 - 7:30 / Wednesday, May 22nd

 

Investors, like pilots, operate in a complex environment. The environment occasionally produces moments of stress... The primary cause of investor failure is the behavior of the investors themselves. Many of them are their own worst enemy. To put it bluntly, they haven't yet learned to resist the overwhelming urge to do stupid things with their money. Investors, like pilots, can benefit from disciplined, rational, and logical thought processes when the pucker factor rises. - Frank Armstrong III, The Informed Investor 

Why should an individual see Social Security as an insurance program rather than a retirement program?

The recommended book this week is Index Funds, by Mark Hebner. This wonderful book is laced with illustrations, statistical research, quotes, and good ole fashion common sense. The sub-title reads, The 12-Step Recovery Program for Active Investors. That is exactly what this book provides. Growth comes to those who are willing to change the way they think and act with their money and their investments.

 

This book will walk the average person through the maze of misinformation, outright lies, and high cost as Mr. Hebner drops you softly into the lap of the true experts on the subject to learn the truth that the financial services industry does not want you to know. This is a must read for those who wish to become the wise and successful investor. Financial freedom to follow!

Are you Financially literate?

Testimonials