Events +
classes

Fin Heads

In Person and Zoom

Mike Finley

Saturday, July 5th

10:00am - 11:00am

Cedar Falls Public Library, Reach out to Mike for the Invite

Bogleheads

In person only

Mike Finley

Saturday, July 19th

10:00am - 11:00am

Coralville Public Library

Fin Heads

In Person and Zoom

Mike Finley

Saturday, August 2nd

10:00am - 11:00M

Cedar Falls Public Library, Reach out to Mike for the Invite

The Prosperity Project

One Day Only Free Financial Assistance

Mike Finley, Mike Dunlop, Casey Redmond, Jacob Stalder and Axel Hoogland

Saturday, August 9th

9:00am - 3:00pm

UNI-CUE, 800 Sycamore Street, Waterloo, IA

Retirement Class #1

Are you retirement ready?

Mike Finley

Tuesday, August 12th

5:30pm - 6:30pm

Waterloo Public Library / In person only

Retirement Class #2

How to create and manage a portfolio efficiently in retirement

Mike Finley

Tuesday August 19th

5:30pm - 6:30pm

Waterloo Public Library / In person only

Retirement Class #3

The 4% Rule and how to withdraw money from the portfolio

Mike Finley

Tuesday, August 26th

5:30pm - 6:30pm

Waterloo Public Library / In person only

Retirement Class #4

How to deal with the fixed income

Mike Finley

Tuesday, September 2nd

5:30pm - 6:30pm

Waterloo Public Library / In person only

Fin Heads

In Person and Zoom

Mike Finley

Saturday, September 6th

10:00am - 11:00am

Cedar Falls Public Library, Reach out to Mike for the Invite

Retirement Class #5

Social Security 101

Mike Finley

Tuesday, September 9th

5:30pm - 6:30pm

Waterloo Public Library / In person only

Retirement Class #6

The ins and outs of Medicare

Mike Finley

Tuesday, September 16th

5:30pm - 6:30pm

Waterloo Public Library / In person only

Retirement Class #7

Managing your real estate in retirement

Mike Finley

Tuesday, September 23rd

5:30pm - 6:30pm

Waterloo Public Library / In person only

Retirement Class #8

The psychology piece of retirement

Mike Finley

Tuesday, September 30th

5:30pm - 6:30pm

Waterloo Public Library / In person only

Stuff the lawyer wants me to say: Investing outside a bank or a credit union is not FDIC insured. You may lose the value in the investments you select. All information provided here is for informational purposes only. It is not an offer to buy or sell any of the securities, insurance products, or other products named. Translated: I am not selling anything! Educate yourself, research the information that you learned and finally make the right decisions that will benefit you and your family going forward.

Powered by