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March 2018

W18-83 MARKETS ROUND TABLE

March 1 @ 1:00 PM - 2:30 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Thursday, repeating until March 1, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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W18-83 MARKETS ROUND TABLE Thursdays: 1-2:20 p.m. 8 Sessions: Jan. 11-Mar. 1 TEMPLE BETH SHOLOM Houston Hill Join us for the Markets Round Table, led by a former Wall Street bond trader with lifelong experience in financial markets. Using an open-ended discussion format, the Round Table will cover current and projected outlooks for the major financial markets, with an emphasis on stocks. Other topics will include the market implications of political policies, interest rates and the Fed, and basics of…

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SP18-03 INVESTMENT REDUX

March 5 @ 9:00 AM - 10:20 AM
|Recurring Event (See all)

An event every week that begins at 9:00am on Monday, repeating until April 23, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP18-03 INVESTMENT REDUX Mondays: 9-10:20 a.m. 8 Sessions: Mar. 5-Apr. 23 TEMPLE BETH SHOLOM Lauren Rudd Do you need some extra assistance in determining how to select investments for your portfolio? Would you like to learn the basics of technical analysis in stock selection? Want to know more about the role the economy plays in investment selection? This course will emphasize combining both fundamental investment methodologies, such as asset allocation and intrinsic value, with charts depicting price and volume relationships…

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SP18-SCF-31 FINANCIAL SURVIVAL FOR RETIREMENT

March 6 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Tuesday, repeating until March 20, 2018

East Campus — SCF: Lakewood Ranch, 7131 Professional Pkwy. E.

Sarasota, FL 34240 United States
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SP18-SCF-31 FINANCIAL SURVIVAL FOR RETIREMENT Tuesdays: 1-2:20 p.m. 3 Sessions: Mar. 6-20 ACADEMY EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Eric Rodriguez How do you make sure that your money will last throughout a long and fulfilling retirement? This basic course will teach you the principles and tactics that will ensure you don’t outlive your savings. By the end of this class, you should have an excellent understanding of the risks you face, how to preserve your nest egg, and…

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SP18-42 OPTIONS BASICS

March 7 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Wednesday, repeating until April 11, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP18-42 OPTIONS BASICS Wednesdays: 1-2:20 p.m. 6 Sessions: Mar. 7-Apr. 11 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Would you like to be able to control risk in your portfolio better? Would you like to be able to hedge your portfolio during periods of uncertainty and high market volatility? In this class, we will discuss basic options terminology, basic strategies, and how options can be used to help manage portfolio risk. We will also cover various options strategies that…

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SP18-47 BOOMS, BUSTS, THIEVES, CROOKS, AND IDIOTS, OH MY!

March 8 @ 11:00 AM - 12:20 PM
|Recurring Event (See all)

An event every week that begins at 11:00am on Thursday, repeating until April 12, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP18-47 BOOMS, BUSTS, THIEVES, CROOKS, AND IDIOTS, OH MY! Thursdays: 11 a.m.-12:20 p.m. 6 Sessions: Mar. 8-Apr. 12 TEMPLE BETH SHOLOM Robert Klosterman Investors face the challenges of protecting their financial resources against the forces of inflation, volatility, financial industry groupthink, and global disruptions and dislocations. This course will explore how to design a portfolio in order to protect its value and to maximize the impact it can have, both in good times and bad. The instructor’s book, The Four…

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SP18-50 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE!

March 8 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Thursday, repeating until April 12, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP18-50 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE! Thursdays: 1-2:20 p.m. 6 Sessions: Mar. 8-Apr. 12 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Current research shows that women control the majority of personal wealth in the United States and make most of the household buying and investing decisions. A 2006 study found that 90 percent of women respondents reported feeling insecure when it comes to personal finance. If you would like to learn more about financial services and feel more secure…

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SP18-52 MARKETS ROUND TABLE

March 8 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Thursday, repeating until April 26, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

SP18-52 MARKETS ROUND TABLE Thursdays: 1-2:20 p.m. 8 Sessions: Mar. 8-Apr. 26 TEMPLE BETH SHOLOM Houston Hill Join us for the Markets Round Table, led by a former Wall Street bond trader with lifelong experience in financial markets. Using an open-ended discussion format, the Round Table will cover current and projected outlooks for the major financial markets, with an emphasis on stocks. Other topics will include the market implications of political policies, interest rates and the Fed, and basics of…

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SP18-56 FINANCIAL ADVISORS: THE GOOD, THE BAD, AND THE UGLY

March 9 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP18-56 FINANCIAL ADVISORS: THE GOOD, THE BAD, AND THE UGLY Friday: 9 a.m.-12 p.m. 1 Session: Mar. 9 TEMPLE BETH SHOLOM Robert Klosterman Evaluating and or choosing a financial advisor is a critical decision that can impact the outcome of your overall financial security. The instructor will share his 40 years of experience as a fee-only financial advisor. He will offer strategies to separate the good, the bad, and the ugly when choosing financial advisors that will allow investors to…

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SP18-55 UNDERSTANDING YOUR HOA

March 23 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP18-55 UNDERSTANDING YOUR HOA Friday: 9 a.m.-12 p.m. 1 Session: Mar. 23 TEMPLE BETH SHOLOM Frank Monti Why do we choose to live in a deed-restricted community? Many of us sign on the dotted line and then later discover that the advantages of a Home Owner Association don’t live up to expectations. Some of us don’t like the idea of living under restrictions promulgated by our neighbors. Others want more restrictions and rules and regulations.This course provides a conceptual overview…

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SP18-57 OUT OF THE BOX INVESTING

March 30 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP18-57 OUT OF THE BOX INVESTING Friday: 9 a.m.-12 p.m. 1 Session: Mar. 30 TEMPLE BETH SHOLOM Robert Klosterman This workshop will examine the process to source, evaluate, and investigate non-traditional investing opportunities in an effort to reduce portfolio volatility and enhance return opportunities. We will examine the current economic and investing climate and the impact of portfolio outcomes. Another focal point will be to understand the concepts of correlation and volatility in portfolio design and the overall benefits of…

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