ALERT: The UNMCE Tuition Remission Form has been updated. Old versions will not be accepted.

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

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.

Note: UNM Tuition Remission Eligible under Personal Enrichment There is a $25 material fee paid to the instructor at the start of the class.

Section FAB‐PE

11713
$39
9/11/2018
Tue 6:00 PM ‐ 8:30 PM
Hunter Von Unschuld
CE South Building

Register Online for this Class

The course is retirement readiness aimed for people age 52‐65. Although many people tell me that they wish they had taken a class like this years or decades sooner, the reality is younger people are in an acquisition mode, building their lifestyle, buying houses and cars and gadgets, soccer camps etc. for children while in their 30s and 40s. You built a career, you built a life, this course helps you plan for the time when you utilize your hard earned savings for income. Live your retirement years to the fullest. Take advantage of the experiences and stories your instructor has gained over more than 25 years. You will see an income tax and investment withdrawal strategy, the Retirement Extender® method, that can improve your probability of success. Course materials fee of $25 is payable to the instructor at the first class. Register together; $49 individual or $69 couple. Enroll early for this popular course that fills up fast.

Note: UNM Tuition Remission eligible under Personal Enrichment. $49 individual or $69 couple. Course Fee payable to instructor at the first class includes the textbook for the class; Retired, a 235‐page guide for Retirement planning (one text/couple).

Section FAD‐PE

11716
$49
9/13/2018 - 9/20/2018
Thu 6:30 PM ‐ 9:30 PM
Steven Margulin
CNM Westside Campus

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.

Note: UNM Tuition Remission Eligible under Personal Enrichment There is a $25 material fee paid to the instructor at the start of the class.

Section FAA‐PE

11713
$39
9/15/2018
Sat 9:00 AM ‐ 12:00 PM
Hunter Von Unschuld
CE South Building

Register Online for this Class

The course is retirement readiness aimed for people age 52‐65. Although many people tell me that they wish they had taken a class like this years or decades sooner, the reality is younger people are in an acquisition mode, building their lifestyle, buying houses and cars and gadgets, soccer camps etc. for children while in their 30s and 40s. You built a career, you built a life, this course helps you plan for the time when you utilize your hard earned savings for income. Live your retirement years to the fullest. Take advantage of the experiences and stories your instructor has gained over more than 25 years. You will see an income tax and investment withdrawal strategy, the Retirement Extender® method, that can improve your probability of success. Course materials fee of $25 is payable to the instructor at the first class. Register together; $49 individual or $69 couple. Enroll early for this popular course that fills up fast.

Note: UNM Tuition Remission eligible under Personal Enrichment. $49 individual or $69 couple. Course Fee payable to instructor at the first class includes the textbook for the class; Retired, a 235‐page guide for Retirement planning (one text/couple).

Section FAC‐PE

11716
$49
9/22/2018 - 9/29/2018
Sat 9:00 AM ‐ 12:00 PM
Steven Margulin
CNM Westside Campus

Register Online for this Class

The course is retirement readiness aimed for people age 52‐65. Although many people tell me that they wish they had taken a class like this years or decades sooner, the reality is younger people are in an acquisition mode, building their lifestyle, buying houses and cars and gadgets, soccer camps etc. for children while in their 30s and 40s. You built a career, you built a life, this course helps you plan for the time when you utilize your hard earned savings for income. Live your retirement years to the fullest. Take advantage of the experiences and stories your instructor has gained over more than 25 years. You will see an income tax and investment withdrawal strategy, the Retirement Extender® method, that can improve your probability of success. Course materials fee of $25 is payable to the instructor at the first class. Register together; $49 individual or $69 couple. Enroll early for this popular course that fills up fast.

Note: UNM Tuition Remission eligible under Personal Enrichment. $49 individual or $69 couple. Course Fee payable to instructor at the first class includes the textbook for the class; Retired, a 235‐page guide for Retirement planning (one text/couple).

Section FAB‐PE

11716
$49
10/9/2018 - 10/16/2018
Tue 6:30 PM ‐ 9:30 PM
Steven Margulin
CE North Building

Register Online for this Class

The course is retirement readiness aimed for people age 52‐65. Although many people tell me that they wish they had taken a class like this years or decades sooner, the reality is younger people are in an acquisition mode, building their lifestyle, buying houses and cars and gadgets, soccer camps etc. for children while in their 30s and 40s. You built a career, you built a life, this course helps you plan for the time when you utilize your hard earned savings for income. Live your retirement years to the fullest. Take advantage of the experiences and stories your instructor has gained over more than 25 years. You will see an income tax and investment withdrawal strategy, the Retirement Extender® method, that can improve your probability of success. Course materials fee of $25 is payable to the instructor at the first class. Register together; $49 individual or $69 couple. Enroll early for this popular course that fills up fast.

Note: UNM Tuition Remission eligible under Personal Enrichment. $49 individual or $69 couple. Course Fee payable to instructor at the first class includes the textbook for the class; Retired, a 235‐page guide for Retirement planning (one text/couple).

Section FAA‐PE

11716
$49
10/13/2018 - 10/20/2018
Sat 9:00 AM ‐ 12:00 PM
Steven Margulin
TBA (To Be Announced)

Register Online for this Class

The class will cover the 2018 Tax Changes and how they effect your savings, investing income and Social security income options.

Note: UNM Tuition Remission Eligible under Personal Enrichment

Section FAA‐PE

11726
$45
10/16/2018
Tue 6:30 PM ‐ 8:00 PM
Hunter Von Unschuld
CE South Building

Register Online for this Class

The class will cover the 2018 Tax Changes and how they effect your savings, investing income and Social security income options.

Note: UNM Tuition Remission Eligible under Personal Enrichment

Section FAB‐PE

11726
$45
10/20/2018
Sat 10:00 AM ‐ 11:30 AM
Hunter Von Unschuld
CE South Building

Register Online for this Class

Get more out of it, including fun! 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 than you planned. Reduce the stress and gain more happiness from the money you have.

Note: UNM Tuition Remission Eligible under Personal Enrichment

Section FAA‐PE

11710
$45
12/11/2018
Tue 5:30 PM ‐ 8:30 PM
Katherine Anderson
CE South Building

Register Online for this Class

UNMUNM 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