Events +
classes

Retirement Class #4

Fixed Income and the Big World of Insurance

Mike Finley

Wednesday, October 23rd

5:30pm - 6:30pm

Waterloo Library and Zoom, Reach out to Mike for the invite

Investing Class #5

Investing in Real Estate and How Your Investments are Taxed

Mike Finley

Monday, October 28th

6:00pm - 7:00pm

UNI-CUE in Waterloo and Zoom, Reach out to Mike for the invite

Retirement Class #5

Understanding Social Security and How to Make it Work

Mike Finley

Wednesday, October 30th

5:30pm - 6:30pm

Waterloo Library and Zoom, Reach out to Mike for the invite

Investing Class #6

Study the Crooks and Charlatans

Mike Finley

Monday, November 4th

6:00pm - 7:00pm

UNI-CUE in Waterloo and Zoom, Reach out to Mike for the invite

Retirement Class #6

Understanding and Making Good Decisions with Medicare

Mike Finley

Wednesday, November 6th

5:30pm - 6:30pm

Waterloo Library and Zoom, Reach out to Mike for the invite

Fin Heads Meeting

In Person and Zoom, Reach out to Mike for the invite

Mike Finley

Saturday, November 9th

10:00am - 11:00am

Cedar Falls Library

Investing Class #7

Financial Advisors, The Good, The Bad and The Ugly

Mike Finley

Monday, November 11th

6:00pm - 7:00pm

UNI-CUE in Waterloo and Zoom, Reach out to Mike for the invite

Retirement Class #7

The Home, Taxes and Getting Help

Mike Finley

Tuesday, November 12th

5:30pm - 6:30pm

Waterloo Library and Zoom, Reach out to Mike for the invite

Investing Class #8

The Recap and The Path Forward

Mike Finley

Monday, November 18th

6:00pm - 7:00pm

UNI-CUE in Waterloo and Zoom, Reach out to Mike for the invite

Retirement Class #8

We Have Reached Graduation!

Mike Finley

Tuesday, November 19th

5:30pm - 6:30pm

Waterloo Library and Zoom, Reach out to Mike for the invite

Fin Heads Meeting

In person and Zoom, Reach out to Mike for the invite

Mike Finley

Saturday, December 7th

10:00am - 11:00am

Cedar Falls Library and Zoom, Reach out to Mike for the invite

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.

Powered by