Events +
classes

Money Management Class: Insurance 101

Know what to own and know what to pass on.

Mike Finley

Monday, October 3rd

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

Investment Class: Asset Allocation Part II

The Portfolio is the thing!

Mike Finley

Tuesday, October 4th

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

Retirement Class: Making the Most of Social Security

It is time to make an informed decision!

Mike Finley

Wednesday, October 5th

5:30pm - 7:00pm

Waterloo Library Main Conference Room

The path to financial freedom

A better life awaits those who are ready to walk the path

Mike Finley

Saturday, October 8th

10:00am - 11:30am

Zoom Presentation: Contact Mike for the link

Money Management Class: The Deadly Trap of Materialism

Awake to a New Way of Looking at Life!

Mike Finley

Monday, October 10th

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

Investing Class: Investing in Real Estate and Tax Efficient Investing

It's all in the math!

Mike Finley

Tuesday, October 11th

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

Retirement Class: Making the Most of Medicare

This BIG program has many options!

Mike Finley

Wednesday, October 12th

5:30pm - 7:00pm

Waterloo Library Main Conference Room

Money Management Class: Saving = Freedom!

The future depends on what you do today

Mike Finley

Monday, October 17th

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

Investing Class: Managing Your Emotions and Handling the Crooks

YOU are the answer to YOUR life!

Mike Finley

Tuesday, October 18th

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

Retirement Class: Dealing with the home and minimizing the taxes

Get a plan and work that plan!

Mike Finley

Wednesday, October 19th

5:30pm - 7:00pm

Waterloo Library Main Conference Room

Money Management Class: Becoming the Wise and Efficient Investor

Knowledge followed by ACTION will set you free!

Mike Finley

Monday, October 24th

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

Investing Class: How to Select the Right Financial Advisor

Fee Based vs. Fee Only?

Mike Finley

Tuesday, October 25th

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

Retirement Class: Pulling it all together

The Path is there. Get it on it!

Mike Finley

Wednesday, October 26th

5:30pm - 7:00pm

Waterloo Library Main Conference Room

Money Management Class: Smart Ways to Buy Homes and Vehicles

Make these BIG decisions with knowledge!

Mike Finley

Monday, October 31st

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

Investing Class: Recapping the Investing Journey

The path is there. Get on it!

Mike Finley

Tuesday, November 1st

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

Money Management Class: Minimizing the Tax Burden

YOU are in control of YOUR tax situation.

Mike Finley

Monday, November 7th

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

Tax Time, oh my!

How to reduce taxes by being your own tax preparer

Mike Finley

Saturday, November 12th

10:00am - 11:30am

Zoom Presentation: Contact Mike for the link

Money Management Class: Recapping the Financial Happine$$ Journey

There is a path to a better future. Believe in that and believe in YOU.

Mike Finley

Monday, November 14th

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

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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