Discover more personal & professional enrichment courses at www.hccc.edu/continuingeducation
|Get ready to start planning your retirement with our three-part course. These courses will assist you in preparing for retirement by combining life and wealth goals. The classes will go over how to finance some of your life goals, whether it is education, purchasing a home, traveling, and retirement.|
Part I will go over how to use S.M.A.R.T. financial concept and determine whether it is attainable and if it is not, how can you make it feasible. We will go over reviewing your financial statements, real estate, whole life insurance, budgeting, cash flow, business, loans, and debt. Lastly, review tax-advantaged investment vehicles. By the end of part I, you will have a better understanding of what you need to create a plan to achieve your financial and life goals.
During Part II of this course, you will learn how to understand the various concepts leading up to retirement. These concepts include inflation, social security, and healthcare. Also, this course reviews common retirement mistakes made and what happens when you do not properly plan for retirement. Lastly, this course examines the action steps needed to plan for retirement properly.
Part III consists of you meeting one on one with the instructor to review your budget, financial statements, cash flow, debt, and retirement statements. Using the concepts learned in this course, participants will finish up with a financial plan they can take home and execute.
|Days: Thursdays Dates: 7/29/21 – 8/12/21Time: 6:00 p.m. – 8:00 p.m.Instructor: Jairo BorjaPrice: $85Location:|
Online Students will receive an email with details on how to join the live class a few days before the start of the class.
|Dr. Jairo Borja, DBA, is the President of Borja Consulting Group & Financial Services Professional with Primary Financial. He helps families and businesses build wealth, protect assets, and manage cash flow. Jairo assists with investments, estate strategies, retirement, insurance, small business planning, and college funding. In addition, Dr. Borja assists small business owners with small business planning, strategy, and advice to small business owners.|