Joe Walsh to Teach Online Financial Literacy Classes in Fall of 2020


Wealth Advisor Joe Walsh’s fall 2020 financial literacy classes will once again be held online. Lifelong learners can expand their financial know-how with all the benefits of a live instructor (but none of the handshakes, coughs or sneezes).

Joe will cover some of his favorite financial topics in lectures hosted by Adult & Community Enrichment (ACE), a program of the Sarasota County Schools system. Joe is a volunteer instructor, so all registration fees go directly to ACE.

ACE online classes are open to all adults, not just Florida residents.


Social Security's Best-Kept Secrets
4-6 p.m.
Estate Planning 101
4-6 p.m.
Investing 101
4-6 p.m.
20 Common Mistakes While Making Your Will
4-6 p.m.
Get Ready for Retirement: Considerations and Risks
6-8 p.m.
Trusts 101
4-6 p.m.
Social Security's Best-Kept Secrets
6-8 p.m. 

All fall classes are held via Zoom. For course descriptions and to register, go online to the ACE website, or call 941-361-6590 for assistance.

During some presentations, certain investments, such as stocks, bonds, mutual funds, and ETFs will be discussed, which have various risks including loss of principal. There is no assurance that the investments, techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

ACE, Walsh & Associates and LPL Financial are separate and unrelated entities. Information presented is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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

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


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 website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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.