Events +
classes

Investing: Asset Allocation 101

Investing with the knowledge of proper asset allocation

Mike Finley

Saturday, August 14th

10:00am - 11:30am

Zoom (Contact Mike for details)

Fin Heads Meeting

Group Discussion on Learning About Finances

Mike Finley

Saturday, August 28th

10:00am - 11:00am

Big Pavilion at Gateway Park in Cedar Falls

Financial Literacy Kickoff Event

An Introduction to the World of Money

Mike Finley

Tuesday, September 7th

6:00pm - 7:30pm

Main Ballroom in Maucker Union on UNI Campus

Creating the Best Investment Portfolio for Every Stage in Life

Investing is simple. Not always easy, but simple.

Mike Finley

Saturday, September 11th, 2021

10:00am - 11:30am

Zoom (Contact Mike for details)

Class #1: Introduction to the Retirement Process

The Path to a Successful Retirement Awaits YOU

Mike Finley

Monday, September 13th

5:30pm - 7:00pm

Waterloo Public Library

Class #1: The World of Money Course

Do the First 3 Steps and Pick up the 1 Big Change

Mike Finley

Tuesday, September 14th

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #1: Introduction to Investing Wisely

You can be your own financial advisor!

Mike Finley

Thursday, September 16th

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #2: Retirement and the Investment Portfolio

How to manage a portfolio leading into retirement

Mike Finley

Monday, September 20th

5:30pm - 7:00pm

Waterloo Public Library

Class #2: The World of Money and Debt

Smart ways to deal with the issue of debt

Mike Finley

Tuesday, September 21st

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #2: The Nuts and Bolts of Investing

Understanding the basics builds a foundation of knowledge

Mike Finley

Thursday, September 23rd

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #3: Retirement and the Portfolio in Retirement

Smart strategies as you withdraw from the portfolio

Mike Finley

Monday, September 27th

5:30pm - 7:00pm

Waterloo Public Library

Class #3: The World of Money and Credit

Managing and Building Credit is a Science

Mike Finley

Tuesday, September 28th

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #3: Investing and Asset Allocation

Allocating assets properly is a must

Mike Finley

Thursday, September 30th

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #4: Retirement and Piecing it all Together

Financial Planning Beyond the Portfolio

Mike Finley

Monday, October 4th

5:30pm - 7:00pm

Waterloo Public Library

Class #4: The World of Money and Insurance

Buy the insurance you need and only what you need

Mike Finley

Tuesday, October 5th

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #4: Investing and Asset Allocation Part II

Putting the Pieces Together completes the Puzzle

Mike Finley

Thursday, 07 October

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Investing in the Real World with Real Concerns

Investing in the real world can be challenging. Wisdom will help.

Mike Finley

Saturday, October 9th, 2021

10:00am - 11:30am

Zoom (Contact Mike for details)

Class #5: Retirement and Social Security

It is time to have a Social Security Strategy

Mike Finley

Monday, October 11th

5:30pm - 7:00pm

Waterloo Public Library

Class #5: The World of Money and Materialism

The more stuff you have the more the burden

Mike Finley

Tuesday, October 12th

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #5: Investing in Real Estate and Understanding Taxes

Knowledge on Real Estate and Taxes is a must

Mike Finley

Thursday, October 14th

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #6: Retirement and Medicare

It is imperative to make wise choices on Medicare

Mike Finley

Monday, October 18th

5:30pm - 7:00pm

Waterloo Public Library

Class #6: The World of Money and Saving

Becoming a Great Saver = Financial Freedom

Mike Finley

Tuesday, October 19th

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #6: Investing with Emotions and the Crooks

Your Emotions and Crooks can rob you blind

Mike Finley

Thursday, October 21st

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #7: Retirement and the Home and Taxes

What do you do about the home and taxes?

Mike Finley

Monday, October 25th

5:30pm - 7:00pm

Waterloo Public Library

Class #7: The World of Money and Investing

Understanding how to invest = More Money

Mike Finley

Tuesday, October 26th

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #7: Investing and Financial Advisors

Financial Advisors can make you money and lose you money

Mike Finley

Thursday, October 28th

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #8: Retirement and Graduation!

The time has come. Are you ready?

Mike Finley

Monday, November 1st

5:30pm - 7:00pm

Waterloo Public Library

Class #8: The World of Money and Big Purchases

Buying Cars and Homes is Expensive!

Mike Finley

Tuesday, November 2nd

6:00pm - 7:30pm

University Room in Maucker Union at UNI Campus

Class #8: Investing and Pulling it Together

Understanding the big picture will make a BIG difference

Mike Finley

Thursday, November 4th

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Class #9: The World of Money and Taxes

Understand and reducing your taxes can be done by YOU

Mike Finley

Tuesday, November 9th

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

Understanding the World of Taxes and How to Reduce Them

Taxes are here to stay. Educate yourself and you will pay less!

Mike Finley

Saturday, November 13th, 2021

10:00am - 11:30am

Zoom (Contact Mike for details)

Class #10: The World of Money and the Big Picture

How to take money and make a better life

Mike Finley

Tuesday, November 16th

6:00pm - 7:30pm

University Room in Maucker Union on UNI Campus

The Path to Financial Freedom

It's time to reach for more. It's time for Financial Freedom!

Mike Finley

Saturday, December 11th, 2021

10:00am - 11:30am

Zoom (Contact Mike for details)

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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