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

       

 

   

 

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

 

The Semi-Annual Bogleheads/Diehards Meeting  / Join us (this is combined with the monthly Fin Heads group) as we pay tribute to John Bogle and his teachings / Facilitator: Mike Finley / There will be a 30 minute presentation outlining the difference between managed vs. index mutual funds followed by a discussion / Cedar Falls Library (large room upstairs) / 10:00 - 12:00 / Saturday, October 26th

 

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?

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