Understanding Your Finances

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Understanding Your Finances

150.00

Class Location

Timberglen Branch Library
18505 Midway Rd
Dallas, Texas 75287

CLASS SCHEDULE

  • 6:00 pm to 7:30 pm, Thu - Nov 2nd
  • 6:00 pm to 7:30 pm, Tue - Nov 7th
  • 6:00 pm to 7:30 pm, Thu - Nov 9th
  • 6:00 pm to 7:30 pm, Tue - Nov 14th

Limited Space Available

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Class Location

 

Class Schedule

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Taught By Derric Hoover

Senior Wealth Advisor at USAA

About Me

I am a Senior Financial Advisor & Wealth Strategist with over 10 years of experience in financial planning, advising, and wealth management. I love educating people on ways they can improve their financial situation and putting themselves in the best position possible to achieve their goals.

How you will learn

In this course, you will learn how to handle personal finances by creating a budget worksheet, retrieving and understanding your credit report, and showing you how to reduce your debt. You will also learn how to start a retirement plan and what to review when choosing investments for that retirement account.

Skills You Will Learn

  • Starting an Individual Retirement Account
  • Creating an Emergency Savings Account
  • How to Reduce Debt
  • The Benefit of Employer Sponsored Retirement Plans
  • Understanding Your Credit Score

What Will Be Supplied

  • WiFi

What you will need

  • A laptop computer with WiFi capabilities

Student Requirements

  • Students must be at least 18-75 years of age. Children cannot come along.

Cancellation Policy

You have up until 7 days prior to the first class to cancel your purchase and receive a full refund. No full or partial refunds for cancellations made after this time.