Attaining Financial Wellness
Learn the necessary steps to put yourself on the path towards a successful financial future. This course will be a fun interactive 10-week program covering the basics and beyond along with must follow steps to secure your finances well into the future including Investment Basics, Life Events, Debt Management, Retirement Income Planning and more! This course is taught by a Chartered Financial Analyst / Certified Financial Planner: B. Yam.
Course Outline:
1. Financial Wellness Foundations (4 classes)
- Financial Budgeting
- Investment Basics
- FICO Score and Debt Management
- Net Worth and Retirement Gap Income
2. Life Events (3 classes)
- Buying or Renting a House
- Buying or Leasing a Car
- College Financing
3. Income Planning (3 classes)
- Retirement Income Planning
- Social Security
- Medicare
- Other (miscellaneous)
Fall 2022
Location: Online (virtual/remote)
Dates: October 11th – December 13th, Tuesday evenings
Time: 6:00 pm – 7:30 pm
Catalog #: CE-FIN 2077
Class #: 90484
Cost: $ 195.00
Spring 2023
Location: Online (virtual/remote)
Dates: April 18th – June 20th, Tuesday evenings
Time: 6:00 pm – 7:30 pm
Catalog #: CE-FIN 2077
Class #: 20633
Cost: $ 195.00
How to Register:
Register over the phone using MC, Visa or Discover. Call 914-606-6830, press 1
You will need the Class # when speaking with a representative.
Office hours for registration are Monday – Thursday 8:30 a.m. to 7:15 p.m.Friday 8:30 a.m. to 4:30 p.m. (in summer, 9:00 a.m. – 12:00 noon)Saturday 9:00 a.m. to 3:30 p.m. (in summer, closed some Saturdays)
For course questions, please contact:
Jim Irvine, Director of Corporate and Continuing Professional Education
914-606-6658
james.irvine@sunywcc.edu