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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

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.

Section FAA‐PE

11715
$49
09/03/2019 - 09/10/2019
Tue 1:00 PM ‐ 3:30 PM
Steven Margulin
CNM Workforce Training Center

Learn More and Register

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 FAA‐PE

11729
$85
09/04/2019 - 10/02/2019
Wed 6:30 PM ‐ 8:30 PM
Dylan Baxter, CFP
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.

Section FAB‐PE

11715
$49
09/04/2019 - 09/11/2019
Wed 1:00 PM ‐ 3:30 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. 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 FAA‐PE

11716
$49
09/05/2019 - 09/12/2019
Thu 6:30 PM ‐ 9:30 PM
Steven Margulin
CNM Workforce Training Center

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 FAB‐PE

11716
$49
09/07/2019 - 09/14/2019
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.

Section FAC‐PE

11715
$49
09/16/2019 - 09/23/2019
Mon 9:00 AM ‐ 11:30 AM
Steven Margulin
CNM Workforce Training Center

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.

Section FAC‐PE

11716
$49
09/17/2019 - 09/24/2019
Tue 6:30 PM ‐ 9:30 PM
Steven Margulin
CE North Building

Learn More and Register

This class is for those who already have a basic understanding of stocks, bonds, investment products and how retirement plans work. The class provides the latest academic research and investment methods and strategies you need to know to make the best financial decisions to meet your goals. Course covers different investment strategies (including alternative investments), the pros and cons of insurance products, the latest social security strategies, long term care, Medicare, optimal portfolio design under the new tax laws, pros and cons of Roth conversions and how to get maximum benefit out of your retirement plan. In one clear concise session, this course is designed to allow you to gain all the information you need to make optimal decisions regarding your financial security.

Section FAA‐PE

11714
$39
09/17/2019
Tue 6:00 PM ‐ 9:00 PM
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 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 FAD‐PE

11715
$49
09/19/2019 - 09/26/2019
Thu 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 FAD‐PE

11716
$49
09/21/2019 - 09/28/2019
Sat 9:00 AM ‐ 12:00 PM
Steven Margulin
CNM Workforce Training Center

Learn More and Register

This class is for those who already have a basic understanding of stocks, bonds, investment products and how retirement plans work. The class provides the latest academic research and investment methods and strategies you need to know to make the best financial decisions to meet your goals. Course covers different investment strategies (including alternative investments), the pros and cons of insurance products, the latest social security strategies, long term care, Medicare, optimal portfolio design under the new tax laws, pros and cons of Roth conversions and how to get maximum benefit out of your retirement plan. In one clear concise session, this course is designed to allow you to gain all the information you need to make optimal decisions regarding your financial security.

Section FAB‐PE

11714
$39
09/21/2019
Sat 9:00 AM ‐ 12:00 PM
Hunter Von Unschuld
CE South Building

Learn More and Register

This class is for those who already have a basic understanding of stocks, bonds, investment products and how retirement plans work. The class provides the latest academic research and investment methods and strategies you need to know to make the best financial decisions to meet your goals. Course covers different investment strategies (including alternative investments), the pros and cons of insurance products, the latest social security strategies, long term care, Medicare, optimal portfolio design under the new tax laws, pros and cons of Roth conversions and how to get maximum benefit out of your retirement plan. In one clear concise session, this course is designed to allow you to gain all the information you need to make optimal decisions regarding your financial security.

Section FAC‐PE

11714
$39
10/22/2019
Tue 6:00 PM ‐ 9:00 PM
Hunter Von Unschuld
CNM Westside Campus

Learn More and Register

This class is for those who already have a basic understanding of stocks, bonds, investment products and how retirement plans work. The class provides the latest academic research and investment methods and strategies you need to know to make the best financial decisions to meet your goals. Course covers different investment strategies (including alternative investments), the pros and cons of insurance products, the latest social security strategies, long term care, Medicare, optimal portfolio design under the new tax laws, pros and cons of Roth conversions and how to get maximum benefit out of your retirement plan. In one clear concise session, this course is designed to allow you to gain all the information you need to make optimal decisions regarding your financial security.

Section FAD‐PE

11714
$39
10/26/2019
Sat 9:00 AM ‐ 12:00 PM
Hunter Von Unschuld
CNM Westside Campus

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