Free Education Classes

For Adults & Kids

GIVE YOURSELF THE GIFT OF KNOWLEDGE... ...FOR FREE.

We teach classes (virtual and in person)

on the basics of

personal finance and investing

to both adults and kids. 

Let us know if you are interested

in signing up  by emailing us at

JJ.Wenrich@LPL.com

​

or call us at

949.547.4313

TOPICS COVERED

• Financial Psychology

• Loans, Debt & Credit

• Emergency Funds

• Investing, Stocks, Bonds, Funds, Etc.

• Income Planning

• Tax Planning

• Savings, Expenses & Budgeting

• Risk Management & Insurance

• Retirement Planning

• College Funding

• Kids and Money

• Wills and Estate Planning