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Joe Walsh's Summer 2021 ACE Sarasota Class Schedule

ACE-Summer-2021-Class-Schedule-2

Joe Walsh Jr is once again presenting financial literacy classes through the Sarasota Financial Forum, a lecture series sponsored by Walsh & Associates and hosted by 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.

 

UPCOMING CLASSES:

Tues, May 4, 5:00 PM  |  Social Security's Best Kept Secrets
Did you know that there are more than 80 different strategies that a married couple can use to claim their benefits? With Social Security planning, it's not "one size fits all," and if you're not looking into all your options for collecting, you could make an expensive mistake. 

Thurs, May 20, 4:00 PM  |  How Financially Successful People Build & Preserve Wealth
No good happens by rushing things, especially when it comes to investing. 

Wed, June 2, 4:00 PM  |  20 Common Mistakes While Making Your Will
You want your wealth to pass to your heirs when you're gone, but even with the best of intentions you could accidentally disinherit someone! 

Tues, June 15, 4:00 PM  |  Estate Planning Essentials: Where to Begin?
Estate planning is the key to making sure that everything you have worked for is passed on according to your wishes. These are difficult decisions, but if you don't make them, a court will.

Tues, June 29, 4:00 PM  |  Investing 101
Are you curious about investing but unsure how the process works? This class is designed to teach you all the investing basics. 

Tues, July 13, 4:00 PM  |  Trusts 101
Everyone should have a will, but do you also need a trust? The more complex your assets or your beneficiary's situation, the more likely it is that you do need one! 

Thurs, July 15, 6:00 PM  |  Social Security's Best Kept Secrets
Did you know that there are more than 80 different strategies that a married couple can use to claim their benefits? With Social Security planning, it's not "one size fits all," and if you're not looking into all your options for collecting, you could make an expensive mistake. 

Thurs, July 29, 6:00 PM  |  7 Things to Do in the Decade Before You Retire
You're in the home stretch of the race to retirement, but now is not the time to be complacent. Your retirement plan may need alterations. 

Wed, Aug 11, 5:00 PM  |  Estate Planning Essentials: Where to Begin?
Estate planning is the key to making sure that everything you have worked for is passed on according to your wishes. These are difficult decisions, but if you don't make them, a court will. 

 

SIGN UP THROUGH ACE AT: 

https://www.campusce.net/acesarasota/course/course.aspx?catId=292

Register online, or call ACE at 941-361-6590 for assistance. Classes are held at Suncoast Technical College, 4748 Beneva Rd, 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.

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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 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.