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. 

 

 

 
Be sure to sign up now for the Early Bird discount! A trustee has an important job with serious legal consequences. This class will teach you how to be prepared for the end of a loved one’s life. Step-by-step instructions will be provided for the post-death administration of an estate, whether by the death of a spouse or someone else. 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 prepare for it. 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 10/5/2017, ending 10/5/2017

Tuition: $39.00

Materials Cost: $0.00

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

Room :  Room 307

Instructor : Bob Ayers 

Please read: EARLY BIRD SPECIAL $35: Register BEFORE 9/28 ...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 10/3/2017, ending 10/3/2017

Tuition: $39.00

Materials Cost: $0.00

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

Room :  Room 307

Instructor : Bob Ayers 

Please read: EARLY BIRD SPECIAL $35: Register BEFORE 9/23 ...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 fi nances. This may be due to longevity, divorce or many other reasons. This class will prepare you to handle your fi nances 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 asset allocate. We will spend a lot of time breaking down stocks/equites 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 handouts. This class will give you peace of mind and knowledge that will last a lifetime. This a fun, hands on, interactive class and questions are welcomed.  

410033

Schedule : Weekly - Tue 6:00 PM - 9:00 PM; 2 sessions; starting 10/24/2017, ending 10/31/2017

Tuition: $45.00

Materials Cost: $0.00

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

Room :  Room 306

Instructor : Michael Graney 

Please read: EARLY BIRD SPECIAL-$35: Register BEFORE10/14 ...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. Discover five strategies to manage investment risks, 11 ways you may save money on this year’s taxes, important questions to ask before buying insurance coverage, how to invest in and take money out of your company’s retirement plan, as well as determine the savings you need to retire today or in the future.

410012

Schedule : Weekly - Sat 9:00 AM - 12:00 PM; 2 sessions; starting 9/30/2017, ending 10/7/2017

Tuition: $60.00

Materials Cost: $0.00

Location : Carlsbad Senior Center- Art studio Location : 
  Carlsbad Senior Center- Art studio.

Room :  Art Studio

Instructor : Brad Lineberger 

Please read: Supplies: This course includes a 235-page ...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 6:00 PM - 9:00 PM; 2 sessions; starting 9/28/2017, ending 10/5/2017

Tuition: $60.00

Materials Cost: $0.00

Location : La Costa Canyon High School Location : 
  La Costa Canyon High School.

Room :  Room 1301

Instructor : Brad Lineberger 

Please read: Supplies: This course includes a 235-page ...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 9/7/2017, ending 9/14/2017

Tuition: $60.00

Materials Cost: $0.00

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

Room :  Room T520

Instructor : Multiple Instructor :
 1.Robert Rodgers  2.PURE FINANCIAL ADVISORS, INC  3.Megan Natelson 

Please read: Supplies: This course includes a 235-page ...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 - Tue 6:30 PM - 9:30 PM; 2 sessions; starting 9/12/2017, ending 9/19/2017

Tuition: $60.00

Materials Cost: $0.00

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

Room :  Room T520

Instructor : Multiple Instructor :
 1.Robert Rodgers  2.PURE FINANCIAL ADVISORS, INC  3.Megan Natelson 

Please read: Supplies: This course includes a 235-page ...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 10/14/2017, ending 10/21/2017

Tuition: $60.00

Materials Cost: $0.00

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

Room :  Room 3102

Instructor : Multiple Instructor :
 1.Robert Rodgers  2.PURE FINANCIAL ADVISORS, INC  3.Megan Natelson 

Please read: Supplies: This course includes a 235-page ...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 10/18/2017, ending 10/25/2017

Tuition: $60.00

Materials Cost: $0.00

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

Room :  Room T520

Instructor : Multiple Instructor :
 1.Robert Rodgers  2.PURE FINANCIAL ADVISORS, INC  3.Megan Natelson 

Please read: Supplies: This course includes a 235-page ...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 - Thu 6:30 PM - 9:30 PM; 2 sessions; starting 9/14/2017, ending 9/21/2017

Tuition: $60.00

Materials Cost: $0.00

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

Room :  Room 306

Instructor : Multiple Instructor :
 1.Robert Rodgers  2.PURE FINANCIAL ADVISORS, INC  3.Megan Natelson 

Please read: Supplies: This course includes a 235-page ...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 - Tue 6:30 PM - 9:30 PM; 2 sessions; starting 9/19/2017, ending 9/26/2017

Tuition: $60.00

Materials Cost: $0.00

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

Room :  Room 306

Instructor : Multiple Instructor :
 1.Robert Rodgers  2.PURE FINANCIAL ADVISORS, INC  3.Megan Natelson 

Please read: Supplies: This course includes a 235-page ...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 - Thu 6:30 PM - 9:30 PM; 2 sessions; starting 9/28/2017, ending 10/5/2017

Tuition: $60.00

Materials Cost: $0.00

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

Room :  Room 306

Instructor : Multiple Instructor :
 1.Robert Rodgers  2.PURE FINANCIAL ADVISORS, INC  3.Megan Natelson 

Please read: Supplies: This course includes a 235-page ...More



View Details »