Joseph Walsh, Jr., is once again presenting financial literacy classes through the Sarasota Financial Forum, a lecture series sponsored by Walsh & Associates through Adult & Community Enrichment (ACE) at Suncoast Technical College. A program of Sarasota County Schools, ACE provides lifelong learning opportunities to meet the changing needs of the Sarasota community.
Joe is a volunteer instructor, so all registration fees go directly to ACE.
WINTER 2020 CLASS SCHEDULE:
How Financially Successful People Build and Preserve Wealth |
Th |
1/16 |
3-5 p.m. |
Social Security's Best-Kept Secrets |
Tu |
1/28 |
4-6 p.m. |
Estate Planning 101 |
Th |
1/30 |
4-6 p.m. |
How Financially Successful People Build and Preserve Wealth (LAKEWOOD RANCH*) |
Th |
2/13 |
4-6 p.m. |
Small Business Workshop: So You Want to Start a Small Business? (2 Parts) |
Tu |
2/18 & 2/25 |
4-6 p.m. |
The Home Stretch: 7 Things to Do in the Decade Before You Retire |
Tu |
3/3 |
4-6 p.m. |
Social Security's Best-Kept Secrets |
W |
3/4 |
4-6 p.m. |
Transition to Retirement: The Key Issues You Must Know |
Tu |
3/12 |
4-6 p.m. |
Investing 101: Your Intro to Investing |
Tu |
3/24 |
4-6 p.m. |
20 Common Mistakes While Making Your Will |
Th |
3/26 |
4-6 p.m. |
Unless otherwise noted, classes are held at Suncoast Technical College, 4748 Beneva Rd, Sarasota, FL. Register online via the ACE website, or call 941-361-6590 for assistance.
*The February 13th class will be held at Grand Living at Lakewood Ranch, 7230 University Pkwy, Sarasota, FL.
Walsh & Associates and LPL Financial do not provide tax and/or legal advice. Clients should consult with their personal tax and/or legal advisors regarding the tax consequences of investing.