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Financial Planning Courses NYC

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Learn all about personal finance, retirement planning, and investment strategies in the heart of NYC with expert-led financial planning classes. Gain the knowledge and skills needed to make informed financial decisions and secure your future.

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Dollars and Sense: Building Your Business Plan

General Assembly @ 10 E 21st St, New York, NY

For entrepreneurs and startups, learning how to implement and maintain financials is one of the most important steps to ensuring your company is sustainable. In this class, you’ll get an introduction to startup financials and learn how to create meaningful financial projections for your company. Beginning with what a financial model is and how to create it, you’ll learn financial forecasting, how to set financial goals and objectives, and how...

(2637) All levels 18 and older

Art of Film Financing and Packaging

Made in NY Media Center by IFP @ 30 John St, Brooklyn, NY

Dive into US and international film financing with multiple-award winning producer Atit Shah. How do you keep your financing models current? Where do you begin? How do you stay afloat? This deep dive into US and international film financing aims to demystify the process. In this class, we will talk raising funds, packaging, streaming, and using and recouping investments in content. From what it means to package a film and specifically identify...

(33) Intermediate 18 and older
No upcoming schedules
$150
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Savvy Social Security for Boomers

Bronxville Adult School @ 177 Pondfield Rd, Bronxville, NY

Whether you're one, five or more years from retirement...single, divorced, or a couple...Social Security represents a key element of your financial plan. Understanding when and how to take your benefits will impact the maximum benefit you are entitled to, and affect your total retirement income strategy.  This class reviews the best options and strategies for couples and singles, addressing issues of timing, health, work status and more. It...

(20) All levels 18 and older
No upcoming schedules
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Retirement Income Planning

Bronxville Adult School @ Virtual Learning via Zoom

Retirement Income Planning: Planning for a Successful Retirement Retirement planning is a complex process, which has become of increasing importance due to the Covid-19 pandemic. With so many decisions to be made and factors to consider, you want to make the right decisions to reach your retirement goals. In this informative class, we will review the best options and strategies available during these unprecedented economic times that make up a...

(20) All levels 18 and older
No upcoming schedules
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