Personal Finance Classes in Washington, DC

Did you know that women often make the best investors? Whether you’re single, widowed, married, employed, or retired, you need to know how to improve your current financial picture. Learn the importance of portfolio allocation, how to select an investment advisor, and how to select investments for growth, income, and safety. We’ll also cover...

Learn how to invest intelligently and profitably to secure your financial future. Find out how to select a financial advisor, and what you need to know about annuities, bonds, gold, mutual funds, stocks, real estate, and Social Security. Pick up tax-savings ideas, and find out how to manage credit and debt, and increase FICO scores.  Discover...

Preserving Family Assets from Estate Taxes, Nursing Home Costs and More Learn how to legally avoid estate taxes and nursing home costs and keep family assets from ending up in unwanted hands, while maintaining control of your assets. You will be taught what needs to be done in order to pass assets to children free of estate tax, how you can protect...

Filing for Social Security benefits can be stressful. Failing to use the right strategy when choosing when and how to claim benefits can cost you a lot of money, and potentially put your surviving spouse at financial risk. Don't leave thousands of dollars "on the table" simply because you don't understand how to optimize your benefits.  Join...

This course is required to earn the following designations: RPA, CEBS This course provides strategic insights into today’s most pressing challenges that accompany the sponsoring of defined contribution plans in a volatile, global world. From the outset, the course seeks to impart the fundamentals of investment management that should be mastered...

The Tax Cuts and Jobs Act (TCJA), passed in December 2017, made several significant changes to the individual income tax. What provisions in the new tax law could affect you and your family in retirement? In this two-session course, you'll learn important details about the retirement tax updates and how they can make an impact on your retirement. ...

This workshop is perfect for professionals looking to move to the next level in their career. Build a professional brand story and learn what makes a sellable profile. Whether you are looking to move up, pivot your focus, or find the right next role, build a professional story that helps you stand out. You’ll learn and apply best practices to enhance...

Managing your own finances can be difficult enough with a steady job, let alone in the midst of a career change or transition. In this workshop, Kimberly will break down three key actions you can take to ensure your finances stay on track for meeting your money goals, even in the midst of an exciting shift in your life. Takeaways How to develop...

It's becoming easier than ever to start your own business and work for yourself. But the idea of giving up a steady paycheck, retirement benefits, and health insurance can be daunting. The good news is that most successful freelancers and entrepreneurs don't just up and quit one day. They take their time to build a foundation for their business and...