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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

If you fail to prepare, you prepare to fail. Millions of Americans fail to prepare for their financial future and struggle as a result. Attaining financial freedom is possible but requires smart financial decisions now and in the future. This class will teach you the ins and outs of making those decisions. We discuss cash, investment, debt mitigation, insurance, estate, and behavioral strategies that can help you be successful. Tuition also includes a one on one meeting with the instructor for a financial planning evaluation.

Section Spring 1

11729
$85
02/05/2020 - 03/04/2020
Wed 6:30 PM ‐ 8:30 PM
Dylan Baxter, CFP
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.

Section Spring 1

11716
$49
04/23/2020 - 04/30/2020
Thu 6:30 PM ‐ 9:30 PM
Steven Margulin
CE North Building

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This course provides retirees an easy‐to‐understand format on important lifestyle and financial issues often faced during retirement. A required 143‐page text 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.

Section Spring 1

11715
$49
04/28/2020 - 05/05/2020
Tue 9:00 AM ‐ 11:30 AM
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.

Section Spring 2

11716
$49
05/02/2020 - 05/09/2020
Sat 9:00 AM ‐ 12:00 PM
Steven Margulin
CE South 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