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Course Catalog > Exploring Life & Leisure > Sarasota Financial Forum
(Sponsored by Walsh & Associates)

Sarasota Financial Forum
(Sponsored by Walsh & Associates)
  

Personal Finance classes can help you learn to deal with the challenges of planning for your financial future. Do you have life changes or retirement to plan for? Do you fully understand Social Security? Our classes will help you overcome the fear and anxiety that comes with money, budgeting, 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.

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

 

*Getting Your Affairs in Order
Item: HMA1001 Claire Flannery
Tu   10:00 AM - 12:00 PM STC Sarasota Bldg 3 Rm 3-205
Sessions: 2 Location: 4748 Beneva Rd Sarasota, FL 34233
Tu 2/20/2018 - 2/27/2018       Fee: $39.00
Binders will be provided.
Class date has changed from Saturdays, Feb. 3 & 10 to Tuesday's, Feb. 20 & 27
 

Social Security's Best Kept Secrets
Item: LLP1001 Joseph Walsh
Th   4:00 PM - 6:00 PM STC Sarasota Bldg 3 Rm 3-205
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
Th 2/1/2018 - 2/1/2018       Fee: $25.00
FEE FOR THIS CLASS IS NONREFUNDABLE.
 

Investing 101: Your Intro to Investing - North Port
Item: LLINP1000 Joseph Walsh
Tu   4:00 PM - 6:00 PM STC North Port Rm Classroom 1-213
Sessions: 1 Location: 4445 Career Lane North Port, FL 34289
Tu 2/6/2018 - 2/6/2018       Fee: $25.00
 

*Solving the Puzzle of Medicare
Item: SIM1001 Neill Dooley
W   6:00 PM - 8:00 PM STC Sarasota Bldg 3 Rm 3-114
Sessions: 2 Location: 4748 Beneva Rd Sarasota, FL 34233
W 2/7/2018 - 2/14/2018       Fee: $29.00
This class does not discuss "Tricare" for retired military personnel.
 

Transition to Retirement: The Key Issues You Must Know
Item: LLR1002 Joseph Walsh
Th   6:00 PM - 8:00 PM STC Sarasota Bldg 3 Rm 3-112
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
Th 2/8/2018 - 2/8/2018       Fee: $25.00
FEE FOR THIS CLASS IS NONREFUNDABLE
 

So You Want to Start a Small Business
Item: TSB1001 Joseph Walsh
M   4:00 PM - 6:00 PM STC Sarasota Bldg 3 Rm 3-114
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
M 2/12/2018 - 2/12/2018       Fee: $25.00
 

Estate Planning 101: The Essentials
Item: LLE1001 Joseph Walsh
W   4:00 PM - 6:00 PM STC Sarasota Bldg 3 Rm 3-205
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
W 2/21/2018 - 2/21/2018       Fee: $25.00
FEE FOR THIS CLASS IS NONREFUNDABLE
 

Investing 101: Your Intro to Investing
Item: LLP1002 Joseph Walsh
Th   4:00 PM - 6:00 PM STC Sarasota Bldg 3 Rm 3-205
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
Th 3/1/2018 - 3/1/2018       Fee: $25.00
FEE FOR THIS CLASS IS NONREFUNDABLE
 

Planning for Health Care in Retirement
Item: LLH1001 Joseph Walsh
M   6:00 PM - 8:00 PM STC Sarasota Bldg 3 Rm 3-112
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
M 3/5/2018 - 3/5/2018       Fee: $25.00
FEE FOR THIS CLASS IS NONREFUNDABLE
 

Investing Mistakes and How to Avoid Them
Item: LLI1001 Joseph Walsh
W   4:00 PM - 6:00 PM STC Sarasota Bldg 3 Rm 3-205
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
W 3/7/2018 - 3/7/2018       Fee: $25.00
FEE FOR THIS CLASS IS NONREFUNDABLE
 

The Current Tax Landscape
Item: LTL1001 Joseph Walsh
Tu   4:00 PM - 6:00 PM STC Sarasota Bldg 3 Rm 3-205
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
Tu 3/20/2018 - 3/20/2018       Fee: $25.00
FEE FOR THIS CLASS IS NONREFUNDABLE.
 

Social Security's Best Kept Secrets - North Port
Item: LLSNP1000 Joseph Walsh
W   4:00 PM - 6:00 PM STC North Port Rm Classroom 1-213
Sessions: 1 Location: 4445 Career Lane North Port, FL 34289
W 3/21/2018 - 3/21/2018       Fee: $25.00
 

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
Laura Trubac, Program Manager | Phone: 941-361-6590 | Fax: 941-925-6662
Address: 4748 Beneva Road | Sarasota, Florida 34233 | Map it.

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