FREE Financial Classes and Seminars in the Cedar Falls/Waterloo Area

         

 

Vanguard Website Tutorial Class  / Sit down at a computer provided for you (or bring your own) and learn about the Vanguard website and its many features / Instructor: Mike Finley / Waterloo Library (computer lab upstairs) / Registration is required and seating is limited. Register here: mikefinley@thecrazymainthepinkwig.com / 5:30 - 7:00 /  Tuesday, July 9th

   

Fin Head Monthly Meeting  / Join our diverse group of educated money managers and investors as we discuss the issues of the day and what we can do about them within the confines of a financially educated life / Facilitator: Mike Finley / Cedar Falls Library (large room upstairs) / 9:30 A.M - 10:30 A.M. / Saturday, July 20th

     

Vanguard Website Tutorial Class  / Sit down at a computer provided for you (or bring your own) and learn about the Vanguard website and its many features / Instructor: Mike Finley / Waterloo Library (computer lab upstairs) / Registration is required and limited. Register by going here: mikefinley@thecrazymainthepinkwig.com / 5:30 - 7:00 /  Tuesday, August 20th

 

2019 Financial Literacy Kickoff Event at UNI / The new semester provides a new start to one's financial future. At this event, $1,000, an iPad and a few other goodies will be given away with a FREE drawing / Presenter: Mike Finley / University of Northern Iowa Main Ballroom in Maucker Union / 6:00 - 7:30 / Tuesday, August 27th

 

Money Management Class #1 / Learn how to track your spending leading to a budget and create a financial plan designed around your short and long term goals for your future / Instructor: Mike Finley / UNI ScholarSpace Room / 6:00 - 7:30 / Tuesday, September 3rd

   

Retirement Seminar Class #1 / The Process of Retirement can be boiled down to some simple math and a few important questions. The Future starts NOW / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, September 4th

   

Investing Seminar Class #1 / Becoming the wise and efficient investor is achievable for those who can push aside the noise and deceptions. The Truth awaits! / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Thursday, September 5th

 

Money Management Class #2 / Dealing with debt means paying it off with a plan and/or not taking it on in the first place as you work on creating wealth / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Tuesday, September 10th

   

Retirement Seminar Class #2/ Learn how to put together a tax wise and cost efficient diversified portfolio as you prepare for and live in retirement / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, September 11th

   

Investing Seminar Class #2 / It's worth the time to understand the nuts and bolts behind the investment game prior to putting your money at risk / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Thursday, September 12th

 

Money Management Class #3 / Understanding and improving your credit report and credit score can save you THOUSANDS of dollars over a lifetime / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Tuesday, September 17th

   

Retirement Seminar Class #3 / Learn smart strategies on how to withdraw money from a portfolio in retirement as you consider taxes and asset allocations all along the way / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, September 18th

   

Investing Seminar Class #3 / Learn about the ins and out of asset allocation, index funds, modern portfolio theory, the efficient market hypothesis, and more / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Thursday, September 19th

 

Money Management Class #4 / Learn about the devastating effects of advertising and what it can do to your bottom line as you live a life of abundance / Instructor: Mike Finley / UNI ScholarSpace Room / 6:00 - 7:30 / Tuesday, September 24th

 

Retirement Seminar Class #4 / Taking the time to make wise choices with the fixed income portion of retirement can pay off with more money staying in the investment portfolio / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, September 25th

   

Investing Seminar Class #4 / The conversation continues on asset allocation as we go deeper into the issue and its importance over time to YOUR portfolio / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Thursday, September 26th

 

Money Management Class #5 / Understanding the world of insurance will help you identify what policies to own AND what policies not to own / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Tuesday, October 1st

 

Retirement Seminar Class #5 / Understanding the very large program called Social Security will help you make sound decisions as you create a strategy leading into retirement / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, October 2nd

 

Investing Seminar Class #5 / Learn about investing in Real Estate in a wise, cost effective way AND learn about how to reduce taxes as they relate to an investment portfolio / Instructor: Mike Finley / Location TBD / Time TBD / Thursday, October 3rd

 

Money Management Class #6 / Learn how to become the great saver and how it can change the course of your life in some pretty dramatic ways over time / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Tuesday, October 8th

 

Retirement Seminar Class #6 / Learn about the very big Medicare system as you consider your many options that will include Part A, B, C, D and a supplemental plan / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, October 9th

 

Investment Seminar Class #6 / Learn about the importance of harnessing the emotions and dealing with the crooks when it comes to your investments / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Thursday, October 10th

 

Money Management Class #7 / How to become the wise investor as you focus on index funds, compound interest, passive income and that great thing called financial freedom / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Tuesday, October 15th

     

Retirement Seminar Class #7 / How to handle Real Estate (your home, rental property and REITs) and how to reduce your taxes heading into retirement and beyond / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, October 16th

     

Investing Seminar Class #7 / How to select the right financial advisor who has the most knowledge AND who works solely for you above all others / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Thursday, October 17th

 

Money Management Class #8 / How to understand taxes and reduce them throughout a lifetime where money is earned, spent and saved along the way / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Tuesday, October 22nd

     

Retirement Seminar Class #8 / The final recap as we discuss the math and the path forward which is more than just financial, it is also psychological as you recreate YOU / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, October 23rd

     

Investing Seminar Class #8 / The final recap as we discuss all that we have covered over the last two months on the issue of becoming the wise and efficient investor / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Thursday, October 24th

 

Money Management Class #9 / Learn about the car buying and selling process so you end up "getting screwed less" based on you knowledge and research / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Tuesday, October 29th

 

Money Management Class #10 / Learn about the home buying and selling process as we review al that we have learned over the preceding two months / Instructor: Mike Finley / UNI Library ScholarSpace Room / 6:00 - 7:30 / Tuesday, November 5th

   

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