Personal Finance Classes in NYC, New York

This introductory course is for individuals who would like to enhance their knowledge and experience to make better investment decisions. You will learn how to read financial pages and analyze the risks and rewards of investing. Note: Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington Avenue building....

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...

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...

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. ...

This workshop will be hosted online (Livestream) due to safety considerations, please check out the "Preparation" section on the bottom of this page. Registered participants will be notified in advance of this program with information on how to log in to the workshop. There is little to no financial education or information around money in our education...

Feng Shui: How to Strengthen & Thrive Through a Time of Crisis What you’ll learn: This series will teach us how to apply the tools and wisdom of Feng Shui, an ancient shamanic tradition, to cultivate skillful action and inner strength in this time of crisis. Each class will include calming heart meditations, breathwork and gentle movement...

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...

We live longer, make less money, pay more for products and services, and are frequently asked to conduct unpaid labor. For the sake of our financial security, women must push back on these pervasive norms. Join us for a low-stress, relatable workshop where we will cut through the b.s. and provide practical advice and useful tips to help you secure...