Personal Finance Classes in NYC, New York

Learn how to invest intelligently and profitably to secure your financial future. Find out how to select a financial advisor, and what you need to know about annuities, bonds, gold, mutual funds, stocks, real estate, and Social Security. Pick up tax-savings ideas, and find out how to manage credit and debt, and increase FICO scores.  Discover...

Filing for Social Security benefits can be stressful. Failing to use the right strategy when choosing when and how to claim benefits can cost you a lot of money, and potentially put your surviving spouse at financial risk. Don't leave thousands of dollars "on the table" simply because you don't understand how to optimize your benefits.  Join...

The Tax Cuts and Jobs Act (TCJA), passed in December 2017, made several significant changes to the individual income tax. What provisions in the new tax law could affect you and your family in retirement? In this two-session course, you'll learn important details about the retirement tax updates and how they can make an impact on your retirement. ...

Preserving Family Assets from Estate Taxes, Nursing Home Costs and More Learn how to legally avoid estate taxes and nursing home costs and keep family assets from ending up in unwanted hands, while maintaining control of your assets. You will be taught what needs to be done in order to pass assets to children free of estate tax, how you can protect...

This workshop is perfect for professionals looking to move to the next level in their career. Build a professional brand story and learn what makes a sellable profile. Whether you are looking to move up, pivot your focus, or find the right next role, build a professional story that helps you stand out. You’ll learn and apply best practices to enhance...

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...

Personal finance is complicated. If you’re a recent college grad or a young professional trying to plan for your future, this workshop will get you started on the right path to managing your finances. Beginning with the importance of personal finance, you’ll learn a framework for thinking about your personal future and gain an overview and explanation...

This course has been developed to educate participants on responsible personal financial management and will also discuss investments. Participants will be empowered with the necessary knowledge that will set them firmly on the path to financial independence. The following topics be covered: Equities (Stocks) Fixed Income (Bonds) Mutual Funds...