Events +
classes

Investing Class #7

How to select the right financial advisor

Mike Finley

Wednesday, May 18th

5:30pm - 7:00pm

Waterloo Library, Conference Room A

Retirement Class #7

Dealing with the home, taxes and getting help

Mike Finley

Thursday, May 19th

5:30pm - 7:00pm

Cedar Falls Community Center

Investing Class #8

Final Recap: Pulling it all together

Mike Finley

Wednesday, May 25th

5:30pm - 7:00pm

Waterloo Library, Conference Room A

Retirement Class #8

Final Recap: The new frontier

Mike Finley

Thursday, May 26th

5:30pm - 7:00pm

Cedar Falls Community Center

The basics on investing your savings

How to become the wise and efficient investor

Mike Finley

Saturday, June 11th

10:00am - 11:30am

Zoom Presentation: Contact Mike for the link

Asset Allocation 101

How to create the best investment portfolio for YOU

Mike Finley

Saturday, July 9th

10:00am - 11:30am

Zoom Presentation: Contact Mike for the link

Investing in the real world

How to take what you learn and apply it to your life

Mike Finley

Saturday, August 13th

10:00am - 11:30am

Zoom Presentation: Contact Mike for the link

Taxes 101

Understanding the world of taxes

Mike Finley

Saturday, September 10th

10:00am - 11:30am

Zoom Presentation: Contact Mike for the link

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

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

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