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Course Catalog > ONLINE CLASSES > 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.

IMPORTANT: You do NOT need to set up a Zoom account or to provide Zoom with any personal information other than your name. For the best experience, we do recommend that you download the Zoom application onto your computer, tablet, or smartphone and confirm that your device has a camera and microphone.

We invite you to participate in one of our Zoom practice sessions to test out your technology. We are always here to answer your questions. Contact us at (941) 361-6590 or ace.information@sarasotacountyschools.net.


Registration for these Online classes will end 24 hours before the start of the class, so please register early!

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

 

ONLINE: Get Ready for Retirement: Considerations & Risks
Item: JW1008 Joseph Walsh
Tu   6:00 PM - 8:00 PM Online Rm Zoom
Sessions: 1 Location: , FL
Tu 11/3/2020 - 11/3/2020       Fee: $25.00
ONE DAY CLASSES ARE NONREFUNDABLE.
Students must have a device with audio and video, internet connection, and email to participate. Students will receive an email with the link to join the class.
 

ONLINE: Trusts 101
Item: JW1009 Joseph Walsh
Th   4:00 PM - 6:00 PM Online Rm Zoom
Sessions: 1 Location: , FL
Th 11/5/2020 - 11/5/2020       Fee: $25.00
ONE DAY CLASSES ARE NONREFUNDABLE.
Students must have a device with audio and video, internet connection, and email to participate. Students will receive an email with the link to join the class.
 

ONLINE: Social Security's Best-Kept Secrets
Item: JW1003 Joseph Walsh
W   6:00 PM - 8:00 PM Online Rm Zoom
Sessions: 1 Location: , FL
W 11/11/2020 - 11/11/2020       Fee: $25.00
ONE DAY CLASSES ARE NONREFUNDABLE.Students must have a device with audio and video, internet connection, and email to participate. Students will receive an email with the link to join the class.
 

ONLINE: 20 Common Mistakes While Making Your Will
Item: JW1007 Joseph Walsh
Th   4:00 PM - 6:00 PM Online Rm
Sessions: 1 Location: , FL
Th 11/12/2020 - 11/12/2020       Fee: $25.00
ONE DAY CLASSES ARE NONREFUNDABLE.
Students must have a device with audio and video, internet connection, and email to participate. Students will receive an email with the link to join the class.
 

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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