Blog

Joe Walsh to Teach Financial Literacy Classes Through ACE Sarasota

Joe Walsh to Teach Financial Literacy Classes Through ACE Sarasota

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.

 

Joe Walsh Named to Forbes Best-In-State Wealth Adv...
Joe Walsh Named to 2019 Financial Times 400 Top Fi...

By accepting you will be accessing a service provided by a third-party external to https://www.walshandassociates.com/

Florida

2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237
941.952.1188 p
941.952.1184 f

HOURS: M-F, 9:00-5:00 ET

Illinois

444 E. Hillcrest Dr., Ste. 230
DeKalb, IL 60115
815.748.2130 p
815.748.3401 f

HOURS: M-F, 9:00-5:00 CT

Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor. Walsh & Associates is a separate entity from LPL Financial. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CA*, CO, DC, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI and WV.
 
*JOSEPH PATRICK WALSH JR, whose state of domicile is Florida and principal place of business is the Sarasota, Florida address above, holds CA Insurance #0I66674.