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Enrichment >> Personal Finance & Estate Planning
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Classes and workshops in Personal Finance and Estate Planning.

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Please click on the course title to see the full course description.                       

  • Click on the Add To Cart button to the right of the class information in order to enroll in a class.
  • If a class is full or closed to public registration, that information will be noted to the right of the class information. 

 

 

 
It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school. 

410012

Schedule : Weekly - Tue 6:30 PM - 9:30 PM; 2 sessions; starting 6/5/2018, ending 6/12/2018

Tuition: $60.00

Materials Cost: $0.00

Location : MiraCosta College-San Elijo Campus Location : 
  MiraCosta College-San Elijo Campus.

Room :  306

Instructor : Multiple Instructor :
 1.Robert Rodgers  2.PURE FINANCIAL ADVISORS, INC  3.To Be Announced 

Please read: Bring your spouse or significant other for ...More



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It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school. 

410012

Schedule : Weekly - Thu 6:30 PM - 9:30 PM; 2 sessions; starting 6/14/2018, ending 6/21/2018

Tuition: $60.00

Materials Cost: $0.00

Location : MiraCosta College-San Elijo Campus Location : 
  MiraCosta College-San Elijo Campus.

Room :  306

Instructor : Multiple Instructor :
 1.Robert Rodgers  2.PURE FINANCIAL ADVISORS, INC 

Please read: Bring your spouse or significant other for ...More



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Be sure to sign up now for the Early Bird discount! Statistics tell us that 8 out of 10 women will end up handling their own finances. This may be due to longevity, divorce or other reasons.  This class will prepare you to handle your finances and give you a deep knowledge of financial markets. We will cover budgeting and give you tools to create and run a budget. You will learn how to properly allocate assets. We will spend a lot of time breaking down stocks/ equities vs. bonds/fixed income. You will learn how to evaluate your portfolios against proper benchmarks and how to interpret your financial statements. Each class includes a packet of color worksheets. This class will give you peace of mind and knowledge that will last a lifetime. This is a fun, hands-on, interactive class and questions are welcomed.

410033

Schedule : Weekly - Mon 5:30 PM - 8:30 PM; 2 sessions; starting 7/9/2018, ending 7/16/2018

Tuition: $45.00

Materials Cost: $0.00

Location : MiraCosta College-San Elijo Campus Location : 
  MiraCosta College-San Elijo Campus.

Room :  306

Instructor : Michael Graney 

Please read: EARLY BIRD SPECIAL $35, register BEFORE 6/30 ...More



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 Be sure to sign up now for the Early Bird discount! The most essential part of your estate plan is the needs of your beneficiaries. Understanding their needs will guide your plan. This class allows you to explore how the different planning tools will help you meet the needs of your beneficiaries. While trusts will be highlighted, you will learn why a trust is not always the best way to distribute certain assets. You will learn about taxes, legal fees and how to preserve important family relationships. Gain insights, methods and techniques from a friendly, approachable and experienced attorney and educator about planning for your estate, your health care and your finances.  

410037

Schedule : Weekly - Tue 6:30 PM - 8:30 PM; starting 7/17/2018, ending 7/17/2018

Tuition: $39.00

Materials Cost: $0.00

Location : MiraCosta College-San Elijo Campus Location : 
  MiraCosta College-San Elijo Campus.

Room :  307

Instructor : Bob Ayers 

Please read: EARLY BIRD SPECIAL $35: Register BEFORE 7/7 ...More



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Be sure to sign up now for the Early Bird discount! A trustee has an important job with serious legal consequences. Step-by-step instructions will be provided for the post-death administration of an estate. You will learn ways to minimize the stress on yourself and your family. This class will even help someone who is planning their estate, because knowing what actually happens after death helps you adequately prepare. Gain insights, methods and techniques from a friendly, approachable and experienced attorney and educator. Bob Ayers has been a local attorney for over 25 years with an emphasis in real estate, business and estate planning and administration.

410032

Schedule : Weekly - Thu 6:30 PM - 8:30 PM; starting 7/19/2018, ending 7/19/2018

Tuition: $39.00

Materials Cost: $0.00

Location : MiraCosta College-San Elijo Campus Location : 
  MiraCosta College-San Elijo Campus.

Room :  307

Instructor : Bob Ayers 

Please read: EARLY BIRD SPECIAL $35: Register BEFORE 7/12 ...More



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Be sure to sign up now for the Early Bird discount! This class covers the essentials of the Medicare Health System, its structure, existing restrictions, cost and coverage details, as well as who can become a beneficiary. Other topics include: supplemental plans, Part C and drug plans, how they are structured, timelines, limitations and missing coverage areas.

410031

Schedule : Weekly - Sat 10:00 AM - 12:00 PM; starting 7/28/2018, ending 7/28/2018

Tuition: $39.00

Materials Cost: $0.00

Location : MiraCosta College-San Elijo Campus Location : 
  MiraCosta College-San Elijo Campus.

Room :  306

Instructor : Joseph Pospichal 

Please read: EARLY BIRD SPECIAL $35, register BEFORE 7/21 ...More



View Details »
It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school.

410012

Schedule : Weekly - Wed 6:30 PM - 9:30 PM; 2 sessions; starting 8/1/2018, ending 8/8/2018

Tuition: $60.00

Materials Cost: $0.00

Location : MiraCosta College-Oceanside Campus Location : 
  MiraCosta College-Oceanside Campus.

Room :  3101

Instructor : Multiple Instructor :
 1.Robert Rodgers  2.PURE FINANCIAL ADVISORS, INC  3.To Be Announced 

Please read: Bring your spouse or significant other for ...More



View Details »
It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school.

410012

Schedule : Weekly - Sat 9:00 AM - 12:00 PM; 2 sessions; starting 8/11/2018, ending 8/18/2018

Tuition: $60.00

Materials Cost: $0.00

Location : MiraCosta College-Oceanside Campus Location : 
  MiraCosta College-Oceanside Campus.

Room :  3101

Instructor : Multiple Instructor :
 1.Robert Rodgers  2.PURE FINANCIAL ADVISORS, INC 

Please read: Bring your spouse or significant other for ...More



View Details »