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January 2018

W18-05 ADVANCED INVESTMENT ANALYSIS

January 8, 2018 @ 9:00 AM - 10:20 AM
|Recurring Event (See all)

An event every week that begins at 9:00am on Monday, repeating until February 26, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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W18-05 ADVANCED INVESTMENT ANALYSIS Mondays: 9-10:20 a.m. 5 Sessions: Jan. 8-Feb. 26 Note: No Class Jan. 15, Feb. 19, Feb. 26 TEMPLE BETH SHOLOM Lauren Rudd This course takes you a step beyond dividend and intrinsic value analysis as presented in the “Introduction to Investment Analysis” course. The material in this course will teach you how to analyze the financial history and forecast the future performance of a company by utilizing a series of computer models and Excel programs. We…

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W18-SCF-49 FINANCIAL SURVIVAL FOR RETIREMENT

January 9, 2018 @ 11:00 AM - 12:20 PM
|Recurring Event (See all)

An event every week that begins at 11:00am on Tuesday, repeating until January 23, 2018

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

Sarasota, FL 34240 United States
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W18-SCF-49 FINANCIAL SURVIVAL FOR RETIREMENT Tuesdays: 11 a.m.-12:20 p.m. 3 Sessions: Jan. 9-Jan. 23 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…

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W18-41 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE!

January 9, 2018 @ 1:00 PM - 2:30 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Tuesday, repeating until February 13, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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W18-41 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE! Tuesdays: 1-2:20 p.m. 6 Sessions: Jan. 9-Feb. 13 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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W18-41 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE!

January 9, 2018 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Tuesday, repeating until February 13, 2018

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

W18-41 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE! Tuesdays: 1-2:20 p.m. 6 Sessions: Jan. 9-Feb. 13 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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W18-68 WHAT WALL STREET DOESN’T WANT YOU TO KNOW

January 10, 2018 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Wednesday, repeating until February 14, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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W18-68 WHAT WALL STREET DOESN’T WANT YOU TO KNOW Wednesdays: 1:2:20 p.m. 6 Sessions: Jan. 10-Feb. 14 TEMPLE BETH SHOLOM Regan Teague Do you follow financial news and global events? Do you know why stocks react differently than bonds? Do you take an active role in your financial decisions? If you answered yes to any of these questions, this course has been designed for you and promises an astonishing look at how Wall Street works. Each week, we will learn…

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W18-74 BOOMS, BUSTS, THIEVES, CROOKS, AND IDIOTS, OH MY!

January 11, 2018 @ 9:00 AM - 10:20 AM
|Recurring Event (See all)

An event every week that begins at 9:00am on Thursday, repeating until February 8, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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W18-74 BOOMS, BUSTS, THIEVES, CROOKS, AND IDIOTS, OH MY! Thursdays: 9-10:20 a.m. 5 Sessions: Jan. 11-Feb. 8 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 Horsemen…

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W18-83 MARKETS ROUND TABLE

January 11, 2018 @ 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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W18-SCF-107 POSITIONING YOUR PORTFOLIO FOR TODAY’S UNCERTAIN MARKETS

January 11, 2018 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

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

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

Sarasota, FL 34240 United States
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W18-SCF-107 POSITIONING YOUR PORTFOLIO FOR TODAY’S UNCERTAIN MARKETS Thursdays: 1-2:20 p.m. 4 sessions: Jan. 11-Feb. 1 ACADEMY EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Bob Latessa With a new administration in office and the stock market trading near all-time highs, investors are increasingly challenged with finding opportunities to maximize a realistic and sustainable rate of return without taking excessive risk. Whether it’s generating income in a low-interest rate environment or seeking growth opportunities, we will explore the various risks that…

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W18-99 OUT OF THE BOX INVESTING

January 19, 2018 @ 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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W18-99 OUT OF THE BOX INVESTING Friday: 9 a.m.-12 p.m. 1 Session: Jan. 19 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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W18-100 FINANCIAL ADVISORS: THE GOOD, THE BAD, AND THE UGLY

January 26, 2018 @ 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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W18-100 FINANCIAL ADVISORS: THE GOOD, THE BAD, AND THE UGLY Friday: 9 a.m.-12 p.m. 1 Session: Jan. 26 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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