CAL-5331 Women and Investing - Take Control of Your Financial Future
Women face unique challenges. Overall, women live longer, face greater financial risk, and typically don't invest in ways that will help them reach their long-term financial goals. The fact is, nearly 90% of women will end up managing their finances alone at some point in their lives. Are you prepared? Join us to learn: the unique challenges facing women and their finances today; successful strategies, for each stage of your life; applying saving and investing fundamentals; six key steps to help you reach your goal.

CAL-7546 Investment Basics for Today's Market
This class will teach you key concepts every investor should consider when making smart financial decisions. You will learn how to navigate today's markets with your goals in mind. We will discuss reasons to invest, asset allocation, basic financial planning as well as investment basics, risks and fundamentals.

CAL-7617 Financial Independence Begins with a Plan
This program is designed to introduce you to the steps of creating your own personal financial plan. You will learn ideas and strategies behind the process to help you meet your lifetime goals.

CAL-7618 Market Volatility and the Long Term Investor
This class will cover trends in market volatility, both current and past. We will discuss fundamentals and emotions of investing and how each have a deep impact on the performance of your portfolio.

CAL-7619 Retirement: Planning for the Time You Envision
This course will help you consider what your retirement lifestyle needs are, potential pitfalls to a successful retirement, the appropriate time to retire and retirement spending goals. You will understand where your retirement income comes from, creating and monitoring your retirement plan.

CAL-7620 Retirement Plan Distributions: Choices and Opportunities
We all need to make an important decision as we approach retirement - what to do when you receive a distribution from your company's retirement plan. We will discuss choices, taxes, and procedures pertaining to 401(k) plans, 403(b) plans, 457 plans, profit sharing plans and pensions.

CAL-7621 Perspectives in Estate Planning
Students will come to understand the concept of estate planning, defining your goals, how to achieve your goals in a tax efficient manner and who else should be involved in the estate planning process.