Personal Finance (FINA.2000)
I am honored to teach the 3-credit hour undergraduate Personal Finance Class (FINA.2000) at the University of Massachusetts – Lowell campus.
This is not an adult education non-credit course. This is a rigorous undergraduate course, designed to engage university students covering the seven cornerstone areas of the CPF® nancial planning curriculum.
Special emphasis is placed on career advancement, credit management, debt reduction, asset accumulation, wealth creation, and other topics particularly relevant to and tailored for the undergraduate audience.
Versions of this course can also be delivered to dierent audiences and presented to entrepreneurs, pre-retirees, the newly retired, and nurses, in an abbreviated 2 – 3 day workshop format or night class. If you are an employer, fraternal lodge, or meetup group and are interested in sponsoring, please contact us.
The Retirement Red Zone ™
This is a dynamic course designed for folks 50 – 70 who are in the critical pre and post-retirement years. Twenty-one key success factors are presented along with a call to action designed to put the odds of success in your favor as you navigate the Retirement Red Zone.
