We believe education removes barriers and
 presents a better model for today's investor.

 

Connecting With Your Peers
In class you will enjoy the camaraderie of other women as you work collectively on your personal and financial goals.  The result is a safe and supportive environment that leads to learning from the experience of others.  Whether you have absolutely no investment background or you want a sophisticated discussion, there is a place for you. 

A Commitment to Learning
You identify your own goals and the course work that you feel you need.  In class, you and your fellow peers will discuss your progress and challenges.  You will also be examining the markets, investment strategies, and the paths that work best for you.  Guest speakers are invited to explore topics such as: taxes, estate planning, communication skills, behavioral economics, and more.  Enrollment is always open and covers 12 months.  Most classes meet once a month - for 9 months out of the year. 

Enrollment
Your first two classes are free. The first step is to attend a  "Getting Started"  class.  This offers a brief overview on investing, goal setting, and investment behaviors.  For your second class, you will be asked to visit an existing class.  We want to make sure that you are with the group of women who can best support your needs and education level. We meet 9 months out of the year.  Enrollment is ongoing and is for a yearly commitment. 
 
Please see the Class Schedules for dates and times. Reservations are required.  For availability, call Barbara Norman at (619) 501-6011 or email bnorman@womensfinancialacademy.com.

Course Offerings
 

Getting Started - A Free Introductory Class
Fundamentals of Planning and Investing for the Beginner
Goal Setting for the Beginning to Intermediate Investor
Round Table Topics for the Intermediate to Advanced Investor
Executive Planning for the Intermediate to Advanced Investor
Divorce Issues and Planning for Your Future
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Newsletters

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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