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September 2017

FA17-02 INTRODUCTION TO INVESTMENT ANALYSIS

September 25 @ 9:00 AM - 10:20 AM
|Recurring Event (See all)

An event every week that begins at 9:00am on Monday, repeating until November 15, 2017

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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FA17-02 INTRODUCTION TO INVESTMENT ANALYSIS Mondays: 9.-10:20 a.m. 8 Sessions: Sept. 25-Nov. 13 TEMPLE BETH SHOLOM Lauren Rudd Do you feel you cannot select stocks successfully? Have you been unsuccessful in the past? Are you forced into mutual funds because you’re convinced “the experts” know more than you? This class will change all that. There is no black magic or hard-to-fathom secret to successful investing. In this course, you will learn how to evaluate companies and their securities. We will…

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FA17-06 PORTFOLIO MANAGEMENT

September 25 @ 11:00 AM - 12:20 PM
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An event every week that begins at 11:00am on Monday, repeating until November 13, 2017

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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FA17-06 PORTFOLIO MANAGEMENT Mondays: 11 a.m.-12:20 p.m. 8 Sessions: Sept. 25-Nov. 13 TEMPLE BETH SHOLOM Lauren Rudd Once you have decided what you want to invest in, do you know how to use your selections to create and actively manage a portfolio? This course, a continuation of Lauren Rudd’s series of investment analysis courses, will emphasize how to combine and manage a portfolio of investment instruments to maximize expected returns while controlling risk. The entire active management process—from information to…

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FA17-SCF-28 FINANCIAL SURVIVAL FOR RETIREMENT

September 26 @ 11:00 AM - 12:20 PM
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An event every week that begins at 11:00am on Tuesday, repeating until October 10, 2017

East Campus — SCF: Lakewood Ranch, 7131 Professional Pkwy. E.

Sarasota, FL 34240 United States
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FA17-SCF-28 FINANCIAL SURVIVAL FOR RETIREMENT Tuesdays: 11 a.m.-12:20 p.m. 3 Sessions: Sept. 26-Oct. 10 ACADEMY EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Eric Rodriguez How do you make sure your money will last throughout a long and fulfilling retirement? This basic course will teach you the principles and tactics that will help you achieve your goal to outlive your savings. By the end of this class, you should have an excellent understanding of the risks you face, how to preserve…

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FA17-SCF-31 POSITIONING YOUR PORTFOLIO FOR TODAY’S UNCERTAIN MARKETS

September 28 @ 11:00 AM - 2:20 PM
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An event every week that begins at 11:00am on Thursday, repeating until October 19, 2017

East Campus — SCF: Lakewood Ranch, 7131 Professional Pkwy. E.

Sarasota, FL 34240 United States
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FA17-SCF-31 POSITIONING YOUR PORTFOLIO FOR TODAY’S UNCERTAIN MARKETS Thursdays: 11 a.m.-12:20 p.m. 4 Sessions: Sept. 28-Oct. 19 ACADEMY EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Bob Latessa With a new administration in office and the stock market trading near all-time highs, investors are increasingly challenged with finding opportunities to maximize a realistic and sustainable rate of return without taking excessive risk. Whether it’s generating income in a low interest rate environment or seeking growth opportunities, we will explore the risks…

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October 2017

FA17-51 BOOMS, BUSTS, THIEVES, CROOKS AND IDIOTS, OH MY!

October 5 @ 11:00 AM - 12:20 PM
|Recurring Event (See all)

An event every week that begins at 11:00am on Thursday, repeating until November 16, 2017

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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FA17-51 BOOMS, BUSTS, THIEVES, CROOKS AND IDIOTS, OH MY! Thursdays: 11 a.m.-12:20 p.m. 6 Sessions: Oct. 5-Nov. 16; NOTE: No class on Nov. 9 TEMPLE BETH SHOLOM Robert Klosterman Investors face the challenges of protecting their financial resources against the forces of inflation, volatility, financial industry groupthink, and global disruptions and dislocations. This course will explore how to design a portfolio in order to protect its value and to maximize the impact it can have, in good times and bad.…

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FA17-25 WOMEN—IMPROVE YOUR FINANCIAL CONFIDENCE!

October 10 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Tuesday, repeating until November 14, 2017

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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FA17-25 WOMEN—IMPROVE YOUR FINANCIAL CONFIDENCE! Tuesdays: 1-2:20 p.m. 6 sessions: Oct. 10-Nov. 14; NOTE: Late start date TEMPLE BETH SHOLOM Craig Hill and Regan Teague Current research shows that women control the majority of personal wealth in the United States making most of the household buying and investing decisions. Yet, a 2006 study found that 90 percent of women respondents reported feeling insecure when it comes to their personal finance. If you would like to learn more about various financial…

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FA17-42 WHAT WALL STREET DOESN’T WANT YOU TO KNOW

October 11 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Wednesday, repeating until November 15, 2017

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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FA17-42 WHAT WALL STREET DOESN’T WANT YOU TO KNOW Wednesdays: 1-2:20 p.m. 6 Sessions: Oct. 11-Nov. 15; NOTE: Late start date TEMPLE BETH SHOLOM Regan Teague Do you follow financial news and global events; know why stocks react differently than bonds; take an active role in financial decisions; read publications like The Economist or Barron’s? This course has been designed for you and promises an astonishing look at how Wall Street works. Each week, we will learn how to interpret…

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FA17-33 CONTRACTS IN EVERYDAY LIFE

October 18 @ 9:00 AM - 10:20 AM
|Recurring Event (See all)

An event every week that begins at 9:00am on Friday, repeating until November 15, 2017

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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FA17-33 CONTRACTS IN EVERYDAY LIFE Wednesdays: 9-10:20 a.m. 5 Sessions: Oct. 18-Nov. 15; NOTE: Late start date TEMPLE BETH SHOLOM Kenneth Majewski Everyone enters into contracts as a part of everyday life whether it be the purchase of a home or vehicle, a commitment to repair or remodel our home, an agreement prior to marriage or any number of other contracts. This course will help you understand the definition of a “contract” including the required elements that make it valid…

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November 2017

FA17-60 OUT OF THE BOX INVESTING

November 3 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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FA17-60 OUT OF THE BOX INVESTING Friday: 9 a.m.-12 p.m. 1 Session: Nov. 3 TEMPLE BETH SHOLOM Robert Klosterman This workshop will examine the process to source, evaluate and investigate non-traditional investing opportunities in an effort to reduce portfolio volatility and enhance return opportunities. We will examine the current economic and investing climate and the impact of portfolio outcomes. Another focal point will be understanding the concepts of correlation and volatility in portfolio design and the overall benefits of asymmetrical…

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FA17-59 FINANCIAL ADVISORS: THE GOOD, THE BAD, AND THE UGLY

November 17 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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FA17-59 FINANCIAL ADVISORS: THE GOOD, THE BAD, AND THE UGLY Friday: 9 a.m.-12 p.m. 1 Session: Nov. 17 TEMPLE BETH SHOLOM Robert Klosterman Evaluating and or choosing a financial advisor is a critical decision that can impact the outcome of one’s overall financial security. Robert Klosterman, CEO of White Oaks Wealth Advisors, Inc., will share his 40 years of experience as a fee-only financial advisor. He will offer strategies to separate the good, the bad, and the ugly that will…

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