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Comprehensive Wealth Management
IL: 815-748-2130 • FL: 941-952-1188


Friday, 24 April 2020 18:31

Joe Walsh to Teach Online Financial Literacy Classes in May 2020

Social activities may be on pause, but your personal finance isn’t.

Lifelong learners can expand their financial know-how while stuck at home by taking our financial literacy classes—now online!

Walsh & Associates CEO and wealth advisor Joe Walsh will cover some of his favorite financial topics in the classes, which are 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.


Uncharted Waters: Navigating Stock Market Volatility in a Coronavirus World

plus a brief summary of CARES Act retirement planning provisions



3-5 p.m.

20 Common Mistakes While Making Your Wil



4-6 p.m.

Social Security's Best-Kept Secrets



5-7 p.m.

How Financially Successful People Build and Preserve Wealth



4-6 p.m.


All May classes are held via Zoom. Register online via the ACE website, or call 941-361-6590 for assistance.

More summer classes are scheduled, but whether in-person or online is to be determined.  Look for updates.

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.