Events +
classes

Transforming into a New YOU

In person class

Mike Finley

Saturday, April 1st

1:00pm - 2:00pm

Waterloo Public Library

The Path Leading to Financial Freedom

In person class

Mike Finley

Sunday, April 2nd

1:00pm - 2:00pm

Waterloo Public Library

Retirement Class #1

In person / How to Prepare for Retirement

Mike Finley

Monday, April 3rd

5:30pm - 7:00pm

Cedar Falls Community Center

How to Build Credit

In person class

Megan Redmond

Tuesday, April 4th

5:30pm - 6:30pm

UNI Library ScholarSpace Room

Investing Class #1

In person / Becoming the Wise and Efficient Investor

Mike Finley

Wednesday, April 5th

5:30pm - 7:00pm

Waterloo Public Library

Retirement Class #1

In person / How to Prepare for Retirement

Mike Finley

Thursday, April 6th

5:30pm - 7:00pm

Waverly Public Library

How to Manage and Eliminate Debt

In person class

Mike Finley

Friday, April 7th

5:30pm - 6:30pm

UNI Library ScholarSpace Room

The Smart Way to Deal with Debt and Get OUT of Debt Prison

Zoom presentation, reach out to Mike for the invite

Mike Finley

Saturday, April 8th

10:00am - 11:00am

Zoom only

How to Maneuver Around the Vanguard Website

In person class

Mike Finley

Saturday, April 8th

1:00pm - 2:00pm

UNI Library, ScholarSpace Room

Retirement Class #2

In person / Preparing the Portfolio for Retirement

Mike Finley

Monday, April 10th

5:30pm - 7:00pm

Cedar Falls Community Center

How to Protect Yourself from Identity Theft

In person class

Megan Redmond

Tuesday, April 11th

5:30pm - 6:30pm

UNI Library ScholarSpace Room

Investing Class #2

In person / Identify where you are with your Portfolio

Mike Finley

Wednesday, April 12th

5:30pm - 7:00pm

Waterloo Public Library

Retirement Class #2

In person / Preparing the Portfolio for Retirement

Mike Finley

Thursday, April 13th

5:30pm - 7:00pm

Waverly Public Library

The Health Savings Account and Other Workplace Benefits

In person class

Casey Redmond

Friday, April 14th

5:30pm - 6:30pm

UNI Library, ScholarSpace Room

Fin Heads Meeting

Group Discussion

Mike Finley

Saturday, April 15th

10:00am - 11:00am

Waterloo Public Library

Understanding IPERS and your 403/457

In person class

Casey Redmond

Saturday, April 15th

1:00pm - 2:00pm

Waterloo Public Library

How to Reduce Taxes in Retirement

In person class

Casey Redmond

Sunday, April 16th

1:00pm - 2:00pm

Waterloo Public Library

Retirement Class #3

In person / Retiring from the Portfolio in Retirement

Mike Finley

Monday, April 17th

5:30pm - 7:00pm

Cedar Falls Community Center

How to Manuever around the Vanguard Website

In person class

Mike Finley

Tuesday, April 18th

1:00pm - 2:00pm

Waterloo Public Library

Investing Class #3

In person / Asset Allocation Part I

Mike Finley

Wednesday, April 19th

5:30pm - 7:00pm

Waterloo Public Library

Retirement Class #3

In person / Withdrawing from the Portfolio in Retirement

Mike Finley

Thursday, April 20th

5:30pm - 7:00pm

Waverly Public Library

Becoming Financially Independent and Retiring Early

In person class

Casey Redmond

Friday, April 21st

5:30pm - 6:30pm

UNI Library, ScholarSpace Room

The Smart Way to Buy Homes and Vehicles

In person class

Mike Finley

Saturday, April 22nd

1:00pm - 2:00pm

UNI Library, ScholarSpace Room

Saving = Freedom!

In person class

Mike Finley

Sunday, April 23rd

1:00pm - 2:00pm

UNI Library, ScholarSpace Room

Retirement Class #4

In person / The Fixed Income and Insurance

Mike Finley

Monday, April 24th

5:30pm - 7:00pm

Cedar Falls Community Center

Finance for Teens: Saving Early!

In person class

Mike Finley

Tuesday, April 25th

7:00pm - 8:00pm

Cedar Falls Public Library

Investing Class #4

In person / Asset Allocation Part II

Mike Finley

Wednesday, April 26th

5:30pm - 7:00pm

Waterloo Public Library

Retirement Class #4

In person / The Fixed Income and Insurance

Mike Finley

Thursday, April 27th

5:30pm - 7:00pm

Waverly Public Library

When to and when not to buy insurance

In person class

Mike Finley

Friday, April 28th

5:30pm - 6:30pm

UNI Library, ScholarSpace Room

Understand and Reduce Your Taxes

In person class

Mike Finley

Saturday, April 29th

1:00pm - 2:00pm

UNI Library, ScholarSpace Room

Financial Happine$$ Awaits!

In person class

Mike Finley

Sunday, April 30th

1:00pm - 2:00pm

Waterloo Public Library

Retirement Class #5

In person / Making the Most of Social Security

Mike Finley

Monday, May 1st

5:30pm - 7:00pm

Cedar Falls Community Center

Investing Class #5

In person / Investing in Real Estate and Tax Wise Investing

Mike Finley

Wednesday, May 3rd

5:30pm - 7:00pm

Waterloo Public Library

Retirement Class #5

In person / Making the Most of Social Security

Mike Finley

Thursday, May 4th

5:30pm - 7:00pm

Waverly Public Library

Retirement Class #6

In person / Making the Most of Medicare

Mike Finley

Monday, May 8th

5:30pm - 7:00pm

Cedar Falls Community Center

Investing Class #6

In person / Managing the Emotions and Avoiding the Crooks

Mike Finley

Wednesday, May 10th

5:30pm - 7:00pm

Waterloo Public Library

Retirement Class #6

In person / Making the Most of Medicare

Mike Finley

Thursday, May 11th

5:30pm - 7:00pm

Waverly Public Library

How to Manage Credit and Build a big credit score

Zoom only

Mike Finley

Saturday, May 13th

10:00am - 11:00am

Reach out to Mike for a zoom invite

Fin Heads Meeting

Group Discussion

Mike Finley

Saturday, May 13th

3:00pm - 4:00pm

Waterloo Public Library

Retirement Class #7

In person / The House and the Taxes

Mike Finley

Monday, May 15th

5:30pm - 7:00pm

Cedar Falls Community Center

Investing Class #7

In person / Where to go for help when you need it

Mike Finley

Wednesday, May 17th

5:30pm - 7:00pm

Waterloo Public Library

Retirement Class #7

In person / The House and the Taxes

Mike Finley

Thursday, May 18th

5:30pm - 7:00pm

Waverly Public Library

Retirement Class #8

In person / Pulling it All Together

Mike Finley

Monday, May 22nd

5:30pm - 7:00pm

Cedar Falls Community Center

Investing Class #8

In person / Pulling it all Together

Mike Finley

Wednesday, May 24th

5:30pm - 7:00pm

Waterloo Public Library

Retirement Class #8

In person / Pulling it All Together

Mike Finley

Thursday, May 25th

5:30pm - 7:00pm

Waverly Public Library

Stuff the lawyer wants me to say: Investing outside a bank or a credit union is not FDIC insured. You may lose the value in the investments you select. All information provided here is for informational purposes only. It is not an offer to buy or sell any of the securities, insurance products, or other products named. Translated: I am not selling anything! Educate yourself, research the information that you learned and finally make the right decisions that will benefit you and your family going forward.

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