Personal Finance Classes in NYC, New York

Money is a common cause of conflict in relationships. According to a Money magazine survey, couples argue more about money than sex. But financial issues don't have to kill Cupid. This class will focus on: Whether to merge your money How to deal with debt What to do when one's a saver and the other is a spender Ways to talk about money in a relationship...

Designed to help individual investors understand and evaluate the wealth management landscape.  Become educated on how to become a better consumer of financial products and services. Note: Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington Avenue building.

This course is required to earn the following designations: RPA, CEBS This course provides strategic insights into today’s most pressing challenges that accompany the sponsoring of defined contribution plans in a volatile, global world. From the outset, the course seeks to impart the fundamentals of investment management that should be mastered...

Juice up your retirement savings with by learning how to reap tax benefits and take advantage of long-term growth using Individual Retirement Accounts(IRAs). In this class, we'll cover:  the difference between a traditional IRA and a Roth IRA how to invest in a Roth IRA even if you are over the income limit what is a Rollover IRA when...

Does money confuse you, make you feel guilty, or stress you out? Do you feel like you never have money for the things you really want to do? Break free of your old money habits this year and take a more mindful approach to how you spend so you can really live the life you want. This class will: help you identify your highest priorities and...

We count calories and check our body mass to reduce our weight and get healthy, measure our success as students in terms of SAT scores and GPAs, and keep track of our favorite sports teams by number of wins and other metrics. Getting a handle on your finances can be as easy as understanding benchmarks and numbers as well. It boils down to four...

Join Brooklyn Plans for a mix & mingle happy hour and panel discussion with three women who are disrupting the finance space.  Hear these female innovators’ founder stories and learn about the new ways they are coming up with to help you to manage your finances more effectively. Make a new friend, have a drink and walk away with some hot...

This class is going to help you get clear about the tools you can use by unpacking the rules and jargon around: Employer-sponsored plans Individual arrangements Rollovers 401ks, 403bs and IRAs -- Oh My! There are so many tax-deferred vehicles to help you save for retirement it can get confusing knowing what's what. Join this class to understand...

Juice up your retirement savings and reap the tax benefits of Individual Retirement Accounts (IRAs) In this class, we'll cover: the difference between a traditional IRA and a Roth IRA and eligibility for contributionswhat is a Rollover IRAself-employed retirement savings vehicles such as simple and SEP IRAs and solo 401ksJuice up your...