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Course Catalog > LECTURES > Sarasota Financial Forum Sponsored by Walsh & Associates

Sarasota Financial Forum Sponsored by Walsh & Associates   

Are you planning for retirement or other significant life changes? Do you fully understand Social Security and Medicare? Our Personal Finance classes will help you overcome the fear and anxiety that often comes with money matters such as budgeting, investing, or realizing your dream of opening your own business. Our qualified instructors specialize in introducing people to money management and how to avoid potential mistakes, and they can teach you proven strategies to take control of your financial destiny. Gain confidence in yourself as you gain the understanding to master your financial future.

Disclosure: During some presentations, certain investments such as stocks, bonds, mutual funds, and ETFs will be discussed, which have various risks including loss of principal. There is no assurance that the investments, techniques, and strategies discussed are suitable for all investors or will yield positive outcomes.
Information presented is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Securities offered through LPL Financial Member FINRA/SIPC. Financial planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.

*Not affiliated with LPL Financial or Walsh & Associates.

Don't see the "Add to Cart" button for winter classes?
Effective November 30 - December 3, you must be an existing Patron and be signed in with your log-in credentials or have a Patron membership in your cart. The "Add to Cart" button will then appear.


For course description, click on the course title below. Hover on instructor name for biography.

 

ONLINE: What New Leadership Means for Your Finances in 2021 and Beyond - FREE TO PATRONS
Item: JW2021 Joseph Walsh
W   2:00 PM - 4:00 PM Online Rm Zoom
Sessions: 1 Location: , FL
W 1/13/2021 - 1/13/2021       Fee: $0.00
 

Social Security's Best-Kept Secrets
Item: JW1004 Joseph Walsh
Th   4:00 PM - 6:00 PM STC Sarasota Bldg 3 Rm 3-114
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
Th 1/21/2021 - 1/21/2021       Fee: $25.00

 

ONE DAY CLASSES ARE NONREFUNDABLE

 

 

Social Security's Best-Kept Secrets
Item: JW1005 Joseph Walsh
W   6:00 PM - 8:00 PM STC Sarasota Bldg 3 Rm 3-114
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
W 3/24/2021 - 3/24/2021       Fee: $25.00

 

ONE DAY CLASSES ARE NONREFUNDABLE

 

 

Estate Planning 101: The Essentials
Item: JW1006 Joseph Walsh
Tu   4:00 PM - 6:00 PM STC Sarasota Bldg 3 Rm 3-114
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
Tu 2/2/2021 - 2/2/2021       Fee: $25.00

 

ONE DAY CLASSES ARE NONREFUNDABLE

 

 

Investing 101
Item: JW1007 Joseph Walsh
Th   4:00 PM - 6:00 PM STC Sarasota Bldg 3 Rm 3-114
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
Th 2/4/2021 - 2/4/2021       Fee: $25.00

 

ONE DAY CLASSES ARE NONREFUNDABLE

 

 

20 Common Mistakes While Making Your Will
Item: JW1008 Joseph Walsh
W   4:00 PM - 6:00 PM STC Sarasota Bldg 3 Rm 3-114
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
W 2/17/2021 - 2/17/2021       Fee: $25.00

 

ONE DAY CLASSES ARE NONREFUNDABLE

 

 

Get Ready for Retirement: Considerations & Risks
Item: JW1009 Joseph Walsh
Tu   6:00 PM - 8:00 PM STC Sarasota Bldg 3 Rm 3-114
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
Tu 3/2/2021 - 3/2/2021       Fee: $25.00

 

ONE DAY CLASSES ARE NONREFUNDABLE.

 

 

Trusts 101
Item: JW1010 Joseph Walsh
Th   4:00 PM - 6:00 PM STC Sarasota Bldg 3 Rm 3-114
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
Th 3/4/2021 - 3/4/2021       Fee: $25.00

 

ONE DAY CLASSES ARE NONREFUNDABLE.

 

 

Register early to avoid disappointment, as classes will fill up quickly!

Adult & Community Enrichment Center at Suncoast Technical College | Grades: Adults | Website: sarasotacountyschools.net/schools/ace/ | School Hours
Danelle Gilberti, Program Manager | Phone: 941-361-6590 | Fax: 941-925-6662
Address: 4748 Beneva Road | Sarasota, Florida 34233 | Map it.

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