Main Menu
money

Money & Personal Finance Classes

Personal Finance & Money classes with help you learn to deal with the challenges of managing your money. Do you have life changes or retirement to plan for? Our classes will help you overcome the fear and anxiety that comes with money and budgeting.

Our qualified instructors include accountants and Certified Financial Planners who specialize in introducing people to money management. They will show you how to be successful at financial planning.

These practical classes show you how to avoid potential mistakes and teach you proven strategies to take control of your financial destiny.

Gain confidence in yourself as you gain the understanding to master your financial future.

Personal Finance and Money - Upcoming Classes

Class Name

This course provides retirees an easy‐to‐understand format on important lifestyle and financial issues often faced during of $25 (one text per couple) and is payable at the first class. Your instructor is Steve Margulin CPA, CFP, UNM adjunct professor, lifelong learner and practitioner.

Note: UNM Tuition Remission eligible under Personal Enrichment.

Section FAD‐PE

11715
$49
10/10/17 - 10/17/17
Tue 9:00 AM ‐ 12:00 PM
Steven Margulin
CNM Westside Campus

Register Online for this Class

This course provides retirees an easy‐to‐understand format on important lifestyle and financial issues often faced during of $25 (one text per couple) and is payable at the first class. Your instructor is Steve Margulin CPA, CFP, UNM adjunct professor, lifelong learner and practitioner.

Note: UNM Tuition Remission eligible under Personal Enrichment.

Section FAB‐PE

11715
$49
10/12/17 - 10/19/17
Thu 1:00 PM ‐ 4:00 PM
Steven Margulin
CE North Building

Register Online for this Class

This is a successful retirement course, with extras, in which you will benefit from the instructor's combined knowledge of both taxes and investments. In fact, the Retireed 235 page text, cost of $25 (one text per cou_ple) is payable at the first class. Sign up early: this class fills quickly.

Note: UNM Tuition Remission eligible under Personal Enrichment. $49 individual or $69 couple. Required Text: 235‐pages cost is $20 (one text/couple) is payable at the first class.

Section FAB‐PE

11716
$49
10/14/17 - 10/21/17
Sat 9:00 AM ‐ 12:00 PM
Steven Margulin
CE North Building

Register Online for this Class

In this course we will look at topics that can be challenging such as asset risk, retirement income, and tax issues, as well as other topics that can affect retirement savings plans. This course is intended to provide information and education, not specific financial advice. The information in this course is based on selected academic and institutional research. There is a $25 material fee paid to the instructor at the start of the class.

Section FAB‐PE

11713
$39
10/19/17
Thu 6:00 PM ‐ 9:00 PM
Hunter Von Unschuld
CE South Building

Register Online for this Class

This course provides retirees an easy‐to‐understand format on important lifestyle and financial issues often faced during of $25 (one text per couple) and is payable at the first class. Your instructor is Steve Margulin CPA, CFP, UNM adjunct professor, lifelong learner and practitioner.

Note: UNM Tuition Remission eligible under Personal Enrichment.

Section FAA‐PE

11715
$49
10/23/17 - 10/30/17
Mon 9:00 AM ‐ 12:00 PM
Steven Margulin
CE North Building

Register Online for this Class

Would you like to get more, including more happiness, out of the money you have? Learn from a professional organizer the three easy steps to regaining control over the money you have to spend. Hear the tricks retailers use to trap you into spending more money than you planned. Reduce the stress and gain more happiness from the money you have.

Section FAA‐PE

11710
$45
11/14/17
Tue 5:30 PM ‐ 8:30 PM
Katherine Anderson
CE South Building

Register Online for this Class

UNM Tuition Remission

UNM Staff, Faculty & Retirees: You may use your Personal Enrichment Tuition Remission for Money & Personal Finance Classes.

Learn more about UNM Tuition Remission