FREE Financial Classes and Seminars in the Cedar Falls/Waterloo Area

     

   

The next Fin Heads meeting will be in January 2021 at the Fraternal Order of Eagles at 2125 W Lone Tree Road at a date to be determined in the future. No more Fin Heads meeting will take place in 2020.

   

Classes have been cancelled due to the virus. That does not mean personal finance has to stop. You can go to the online Financial Happine$$ Academy above to learn wherever you may be.

 

If you need assistance I am here to help. Reach out at mikefinley@thecrazymaninthepinkwig.com and we can discuss a day and time to sit down or zoom to review the financials. Onward!!!!!!!

     

Investing Seminar Class #1 / This first investment class identifies the path that will lead you toward becoming the wise and efficient investor. / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, April 1st

 

Health Savings Accounts and Other Workplace Benefits / Understanding these benefits can help you make the best use of them / Instructor: Casey Redmond / UNI Library, ScholarSpace Room / 4:30 - 5:30 / Thursday, April 2nd

 

How to Retire Early / Do you want to retire before you get "old"? This class will provide you the information you need to "graduate" to the next, best version of your life. / Instructor: Casey Redmond / UNI Library, ScholarSpace Room / 5:30 - 6:30 / Friday, April 3rd

 

The Smart Way to Buy a Home / Buying a home will be one of the biggest decisions of your life. Make it with as much knowledge as possible! / Instructor: Mike Finley / UNI Library, ScholarSpace Room / 1:00 - 2:30 / Saturday, April 4th

 

Organized for Life-Death / The best time to prepare your loves for when you are gone is when you are HERE. Learn what to do! / Instructor: Patty Rausa / UNI Library, ScholarSpace Room / 1:00 - 2:30 / Sunday, April 5th

 

How to Build Credit and Save YOU Thousands of Dollars! / Increasing your credit score can open doors that are shut to those with poor credit. / Instructor: Megan Redmond / UNI Library, ScholarSpace Room / 4:30 - 5:30 / Monday, April 6th

 

Retirement Seminar Class #1 / The path to a successful and happy retirement awaits those who are ready to take control of their money AND their life! / Instructor: Mike Finley / Cedar Falls Community Center / 5:30 - 7:00 / Tuesday, April 7th

 

Investing Seminar Class #2 / The successful investor understands the history of markets, investments and the many risks that are involved far beyond the volatile of markets. / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, April 8th

 

How to Protect YOU from Identity Theft / There are individuals trying to steal your identity. It is YOUR job to stop them! / Instructor: Megan Redmond / Cedar Falls Library / 11:30 - 12:30 / Thursday, April 9th

 

Budgeting for a Better Life / The budget helps you live the life you want to live instead of what others want for you. Take control of YOUR life! / Instructor: Megan Redmond / Cedar Falls Library / 11:30 - 12:30 / Friday, April 10th

 

Understanding IPERS and your 403(b)/457 / Those retirement plans have rules and costs and plenty of information that is worth learning about by YOU. / Instructor: Casey Redmond / UNI Library ScholarSpace Room / 2:00 - 3:30 / Saturday, April 11th

 

Understanding your 401(k) / Those retirement plans have rules and costs and plenty of information that is worth learning about by YOU. / Instructor: Chase Murphy and Travis Martinek / UNI Library ScholarSpace Room / 3:45 - 4:45 / Saturday, April 11th

 

How to Invest for a Child's Future Education / Saving and investing wisely can reduce the cost of college and possibly eliminate any debt coming out of college. That is a BIG deal! / Instructor: Mike Finley / UNI Library ScholarSpace Room / 3:00 - 4:30 / Sunday, April 12th

 

Insurance 101 / There are insurance polices worth owning and their are MANY that you don't need. Educate yourself on what you should and should not buy. / Instructor: Mike Finley / Cedar Falls Library / 11:30 - 12:30 / Monday, April 13th

 

Retirement Seminar Class #2 / Putting together a cost effective and tax efficient investment portfolio is a must as you head into a world with little to no earned income. / Instructor: Mike Finley / Cedar Falls Community Center / 5:30 - 7:00 / Tuesday, April 14th

 

Investment Seminar Class #3 / The world of asset allocation is introduced so the individual can properly allocate an investment portfolio to maximize growth while reducing volatility. / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, April 15th

 

How to Build a High Credit Score / The high credit score reduces the amount of interest one pays on loans over a lifetime. The time to build that score is NOW. / Instructor: Mike Finley / Hawkeye Community College, Tama Hall Room 128 / 12:00 - 1:00 / Thursday, April 16th

 

Debt 101 / Reducing or eliminating your debt can bring less stress and more freedom into your life. There is no better time than right now to do it!!! / Instructor: Mike Finley / Hawkeye Community College, Hawkeye Center Conference Room / 12:00 - 1:00 / Friday, April 17th

 

The Path to Financial Freedom / Financial Freedom awaits those who are ready and willing to make the needed sacrifices for a better tomorrow. Make that YOU. / Instructor: Mike Finley / Upper Iowa University / 1:00 - 2:30 / Saturday, April 18th

 

Understanding Taxes and How to Reduce Them / The tax man cometh. It is YOUR job to find ways to reduce that burden so more money can go where you want it to go. Make that YOU. / Instructor: Mike Finley / Upper Iowa University / 1:00 - 2:30 / Sunday, April 19th

 

Estate Planning / There is no better time to make a plan for those who are left behind. They will be glad you did. / Instructor: Casey Redmond / UNI Library ScholarSpace Room / 5:30 - 6:30 / Monday, April 20th

 

Retirement Seminar Class #3 / There are multiple strategies when withdrawing funds from the investment portfolio in retirement. The key is finding the right one for YOU. / Instructor: Mike Finley / Cedar Falls Community Center/ 5:30 - 7:00 / Tuesday, April 21st

 

Investing Seminar Class #4 / We go deeper into asset allocation and how to put together a portfolio that serves your needs over the needs of the financial services industry. / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, April 22nd

 

How to Invest Wisely in a Retirement Plan at Work / That retirement plan is for YOUR future. Understanding your options and making wise decisions can pay off BIG TIME. / Instructor: Mike Finley / UNI Library Room 287 / 11:00 - 12:00 / Thursday, April 23rd

 

How to Invest Wisely in a Roth IRA Outside of Work / There Roth IRA can be your ticket to a home down payment, emergency savings, early retirement, and much, much more. Get one! / Instructor: Mike Finley / UNI Library Room 287 / 11:30 - 12:30 / Friday, April 24th

 

The Smart Way to Buy a Vehicle / There are many ways that you can reduce the cost of buying a vehicle not just upfront, but over the lifetime of that car and YOU. / Instructor: Mike Finley / Upper Iowa University / 1:00 - 2:30 / Saturday, April 25th

 

Maneuvering the Vanguard Website / This class provides provide you an opportunity to follow along with this tutorial on Vanguard's website and its many features. Computers provided. / Instructor: Mike Finley / Upper Iowa University / 1:00 - 2:30 / Sunday, April 26th

 

How to Reduce Your Taxes in Retirement / Taxes can be a drag on your financial situation in retirement. Learn how to reduce them so you have more money for other adventures. / Instructor: Casey Redmond / UNI Library, ScholarSpace Room / 6:30 - 7:30 / Monday, April 27th

 

Retirement Seminar Class #4 / Learn how to make the most of your fixed income (pensions, Social Security, immediate annuity, part time work, etc.) in retirement. / Instructor: Mike Finley / Cedar Falls Community Center / 5:30 - 7:00 / Tuesday, April 28th

 

Investing Seminar Class #5 / We wrap up the discussion on asset allocation as we discuss the investment options that will serve the individual best in the "real world." / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, April 29th

 

The Journey Going Forward / How does a person take their new financial education and create a better life for themselves and their loved ones? You learn from others who have done it! / Instructor: Mike Finley / UNI Library, Room 287 / 5:30 - 6:30 / Thursday, April 30th

 

Retirement Seminar Class #5 / How to make the most of Social Security and the many benefits as you prepare for a future without earned income. / Instructor: Mike Finley / Cedar Falls Community Center / 5:30 - 7:00 / Tuesday, May 5th

 

Investing Seminar Class #6 / How to invest wisely without letting emotions and/or crooks in the backdoor causing your portfolio AND your life great harm. / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, May 6th

 

Retirement Seminar Class #6 / How to make the most of your Medicare benefits as you reach age 65 and beyond. Also, we will discuss healthcare prior to age 65. / Instructor: Mike Finley / Cedar Falls Community Center / 5:30 - 7:00 / Tuesday, May 12th

 

Investing Seminar Class #7 / How to select the right financial advisor who has the most knowledge AND works solely for you and your needs as a true fiduciary." / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, May 13th

 

Retirement Seminar Class #7 / Learn how to make the most of your fixed income (pensions, Social Security, immediate annuity, part time work, etc.) in retirement. / Instructor: Mike Finley / Cedar Falls Community Center / 5:30 - 7:00 / Tuesday, May 19th

 

Investing Seminar Class #8 / We pull it all together with everything we have covered  over the previous classes to make sure your portfolio last longer than you do. / Instructor: Mike Finley / Waterloo Library / 5:30 - 7:00 / Wednesday, May 20th

 

Retirement Seminar Class #8 / We review the financial AND the psychological piece as we discuss what the future may hold as you create the best version of YOU. / Instructor: Mike Finley / Cedar Falls Community Center / 5:30 - 7:00 / Tuesday, May 26th

                   

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