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Financial Planning and Real Estate
Intro to Personal Finance, Tax Preparation and Retirement Planning: Your Money Life
with Wayne Goulet
The heart of personal financial planning is making sure that yourvalues line up with how you spend and save. The goal of this course isto remove the mystery from the personal financial planning process andreplace it with the tools needed to take charge of personal financesand life. Personal financial planning provides major benefits thathelp marshal and control financial resources more effectively and facilitate an improved standard of living. Because the emphasis inthis course is on planning, it examines various areas to set andimplement plans aimed at achieving financial goals. These areas include using financial statements and budgets; managing basic assets,credit, insurance needs, and investments; taxes; and planning for retirement.
Home Buyer Education: Buying a house? Where do I start?
with Kelly Deforge
Investing in a rental property? Buying a 2nd home? Buying your first home?Pre-approval. What does it mean? Can I get a mortgage? Can I buy a house? What is a refinance? How do I buy an investment property? What about a second home? Do I really need a lender, appraiser, inspector, realtor and attorney? What do they all do? Kelly Deforge has over 25 years in the mortgage finance world. She will go over all of these and answer your questions. This is a one night, 2 hour class.