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WALSH & ASSOCIATES BLOG

Monday, 06 January 2020 21:44

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.