ALB 2024 Educated Wallet: Planning for the Future
Financial Capability Series: Managing Your Personal Finances
Unlock the secrets to financial success with WESST and Educated Wallet! Our dynamic Financial Capability Series is designed to enhance your financial knowledge and empower you to make informed decisions. Throughout 2024, dive into a wide range of crucial topics, participate in open discussions, and engage in interactive activities—all from the comfort of your home via Zoom. Best of all, there's no cost to attend!
Whether you're just starting your financial journey or looking to deepen your understanding, this series has something for everyone. We recommend attending as many sessions as possible to build on your knowledge progressively. Don't miss this opportunity to take control of your financial future!
If you're interested in attending all sessions, please email Marcela at mmendoza-palacios@wesst.org or call 505-246-6913 to secure your spot in the entire series.
Series Training Schedule
- June 5, 2024 - Money Management
- June 20, 2024 - Taxation - Personal Tax Rates
- July 10, 2024 - Taxation - Business Tax Rates and Structures
- July 18, 2024 - Planning for Retirement Part 1: Roth vs Traditional IRAs
- August 1, 2024 - Planning for Retirement Part 2: SEP & SIMPLE IRAs
- August 15, 2024 - Personal Legal Protection
- August 29, 2024 - Business Legal Protection
- September 12, 2024 - Personal Estate Planning
- September 26, 2024 - Employee Benefits - 401k, Insurance, Financial Education
- October 10, 2024 - Business Accounting
- October 24, 2024 - Planning for the Future
- November 7, 2024 - Debt, Loans, and Credit
Reasonable accommodations for persons with disabilities and language assistance services are available for limited English proficient individuals. Please notify Marcela at mmendoza-palacios@wesst.org or call 505-246-6913 when you register for the class, or no later than 24 hours prior to your class, so that WESST can make sure necessary accommodations are available. All programs and services are provided to the public on a nondiscriminatory basis.
The Women's Business Center is funded in part by the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA.
Speaker(s): Adam Tafoya, President of Educated Wallet, is a dedicated financial educator and lifelong Albuquerque resident. With a deep passion for community empowerment, Adam's expertise includes investment and insurance, holding Series 6, 63, and 66 qualifications and licenses in Health, Life, Annuity, and Long-Term Care. He helps clients improve their relationship with money, enabling them to maximize income and create fulfilling lifestyles. When not working, Adam enjoys playing guitar and rock climbing with his wife Diane and their three children, Kai, Jude, and Eden.
Co-Sponsor(s):
Please Note: THIS CLASS IS BEING OFFERED ONLINE. AN INTERNET CONNECTION AND A COMPUTER (or highly capable tablet-type device) ARE NECESSARY. Video conferencing instructions will be sent to you after you have registered for the class. This training class will be delivered in English.
Fee: No Cost
Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.
All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.