Financial Planning 101
Lifelong Learning
Thank you for your interest in our Lifelong Learning classes!
This class was last held: 05/14/2024
The course you've selected is currently not scheduled. If you provide your contact information below, we'll let you know when it is available. We can also be reached at 801-587-5433 if you would like more information.
Course Description
Join us for a course that aims to improve your financial literacy. You'll learn the key components of wealth management and feel more in control of your financial life to achieve your monetary goals. Because financial planning is a lifelong endeavor, this class is appropriate for both retirees AND those still working toward it. You'll learn a variety of skills including how to set realistic goals, budgeting and eliminating unnecessary expenses, building an emergency fund, good debt vs. bad debt, investments and compounding interest, saving for major life events, establishing the right insurance, tax-friendly financial strategies, Social Security and Medicare strategies, and legacy planning.
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Questions? Call Lifelong Learning at 801-587-5433 or use our online form.
