$59

Complete Financial Management Workshop

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University of Cincinnati Victory Parkway Campus

2220 Victory Parkway

Cincinnati, OH 45206

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Refunds up to 1 day before event

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Description

This workshop lasts 3 weeks (Feb. 5 - 19, 2018)

This comprehensive workshop is well-suited for working individuals who need to make sound financial decisions to help protect their families and their assets. Through this course, you will gain a strong foundation in 6 key areas of personal finance – risk management, cash management, investment concepts, tax management, retirement planning, and estate planning. You’ll receive a 164-page workbook that contains current information about financial concepts and tools. The workbook is designed to follow the presentation and serve as a reference tool in the years to come. It includes valuable exercises, worksheets, and key descriptions that will reinforce concepts learned during class. You will also receive dynamic instruction on concepts and strategies, including insurance and investment products. The time-tested financial principles presented to you can be applied to a variety of financial situations.

This Complete Financial Management Workshop addresses real-life concerns and provides tools that will last a lifetime. You will develop healthy approaches to your personal finances and retirement planning. With the knowledge that you gain, you will become more confident making financial decisions to pursue your family's overall financial goals and improve your financial future.

This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.00 total CLE hour(s) instruction.

About Your Instructor

Gary E. Hollander, CFP® is a practicing financial professional who conducts educational workshops to help people steer clear of common roadblocks to financial success. Gary and the staff of Hollander & Associates LLC have experience and professionalism in financial planning, investments and insurance for individuals and families, as well as the ability to provide a full range of employee benefits for small to mid-size businesses. Hollander & Associates LLC has been helping people make the most of their finances for over 41 years.

Gary's financial professionalism is well regarded in the industry. He serves as an instructor in Retirement Planning in the Lifelong Learning Programs at the University of Cincinnati, University of Dayton, Miami University, and Northern Kentucky University. Gary has been awarded the 2017 "FIVE STAR Wealth Manager" as mentioned in Cincinnati Magazine and, recently, was recognized for 25 years of Better Business Bureau (BBB) Accreditation, celebrating the company's longstanding commitment to the standards of Better Business Bureau Accreditation.

Gary is a graduate from both the University of Cincinnati College of Business (BBA) in 1973 and the College for Financial Planning (CFP) in 1988.

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Date and Time

Location

University of Cincinnati Victory Parkway Campus

2220 Victory Parkway

Cincinnati, OH 45206

View Map

Refund Policy

Refunds up to 1 day before event

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