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Personal Finance Classes

Personal Finance classes will 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

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. Books Fee payable to instructor at the first class; Retirement Planning Today ", a guide for retirement planning (one text/couple) will be distributed in class. The class dates have been altered from the dates appearing in the Spring 2019 CE catalog. Please carefully check the new dates here before registering. "

Section SPB‐PE

11716
$49
4/27/2019 - 5/4/2019
Sat 9:00 AM ‐ 12:00 PM
Steven Margulin
CNM Westside Campus

Learn More and Register

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. The class dates have been altered from the dates appearing in the Spring 2019 CE catalog. Please carefully check the new dates here before registering.

Section SPB‐PE

11715
$49
5/15/2019 - 5/22/2019
Wed 9:00 AM ‐ 12:00 PM
Steven Margulin
CNM Westside Campus

Learn More and Register

Find out how tax law changes affect the future of your retirement and investment saving's plans.The class will cover the current tax changes and how they effect your savings, investing income and Social Security income options.

Note: UNM Tuition Remission Eligible under Personal Enrichment

Section SPA‐PE

11726
$45
5/18/2019
Sat 10:00 AM ‐ 11:30 AM
Hunter Von Unschuld
CE South Building

Learn More and Register

Find out how tax law changes affect the future of your retirement and investment saving's plans.The class will cover the current tax changes and how they effect your savings, investing income and Social Security income options.

Note: UNM Tuition Remission Eligible under Personal Enrichment

Section SPB‐PE

11726
$45
5/25/2019
Sat 10:00 AM ‐ 11:30 AM
Hunter Von Unschuld
CE South Building

Learn More and Register

This course provides retirees an easy‐to‐understand format on important lifestyle and financial issues often faced during retirement. You will learn how successful people deal with life's transitions. A retirement life and how you pay for it is different than when you were working. You will learn for example, how to apply income tax lessons that can enhance portfolio returns. This will allow you to accumulate more or alternatively to spend more, over your lifetime. The course material is presented in two 3 hours sessions which cover: LIfe Planning, Financial Concerns, Investments, Income Sources, Health Care Planning and Estate Planning. A required 143 page text, cost 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 SUA‐PE

11715
$49
6/6/2019 - 6/13/2019
Thu 9:00 AM ‐ 12:00 PM
Steven Margulin
CE South Building

Learn More and Register

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. NOTE: 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.

Section SUA‐PE

11716
$49
6/8/2019 - 6/15/2019
Sat 9:00 AM ‐ 12:00 PM
Steven Margulin
CE North Building

Learn More and Register

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 SUB‐PE

11715
$49
6/10/2019 - 6/17/2019
Mon 1:00 PM ‐ 4:00 PM
Steven Margulin
CE North Building

Learn More and Register

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. Books Fee payable to instructor at the first class; Retirement Planning Today ", a guide for retirement planning (one text/couple) will be distributed in class. "

Section SUB‐PE

11716
$49
6/11/2019 - 6/18/2019
Tue 6:30 PM ‐ 9:30 PM
Steven Margulin
CE North Building

Learn More and Register

UNMUNM Tuition Remission

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

Learn more about UNM Tuition Remission