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 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. Class was originally scheduled for October 3, it is now scheduled for October 10

Section SPB-PEP

11715
$49
5/8/17 - 5/15/17
Mon 1:00 PM - 4:00 PM
Steven Margulin
CE North Building

Register Online for this Class

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 SPC-PEP

11715
$49
4/27/17 - 5/4/17
Thu 9:00 AM - 12:00 PM
Steven Margulin
CE North Building

Register Online for this Class

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. Class was originally scheduled for October 3, it is now scheduled for October 10

Section SPD-PEP

11715
$49
5/10/17 - 5/17/17
Wed 1:00 PM - 4:00 PM
Steven Margulin
CNM Westside Campus

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 Retirement Extender® method involves an income tax and investment withdrawal strategy that the instructor developed, which he feels is the most important component of helping your money last a lifetime. This unique course, which receives consistently high marks from attendees, provides a detailed overview to help prepare you for your financial future. You may take advantage of an optional complimentary consultation with Steve at the end of the course. Note: Required 235 page text, cost of $25 (one text per couple) 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 SPA-PEP

11716
$49
4/29/17 - 5/6/17
Sat 9:00 AM - 12:00 PM
Steven Margulin
CNM Westside Campus

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 Retirement Extender® method involves an income tax and investment withdrawal strategy that the instructor developed, which he feels is the most important component of helping your money last a lifetime. This unique course, which receives consistently high marks from attendees, provides a detailed overview to help prepare you for your financial future. You may take advantage of an optional complimentary consultation with Steve at the end of the course. Note: Required 235 page text, cost of $25 (one text per couple) 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 SPC-PEP

11716
$49
5/13/17 - 5/20/17
Sat 9:00 AM - 12:00 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 Retirement Extender® method involves an income tax and investment withdrawal strategy that the instructor developed, which he feels is the most important component of helping your money last a lifetime. This unique course, which receives consistently high marks from attendees, provides a detailed overview to help prepare you for your financial future. You may take advantage of an optional complimentary consultation with Steve at the end of the course. Note: Required 235 page text, cost of $25 (one text per couple) 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 SPD-PEP

11716
$49
5/11/17 - 5/18/17
Thu 6:30 PM - 9:30 PM
Steven Margulin
CNM Westside Campus

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