Class Schedule

We are a Non-Profit California Foundation. There are no fees for our courses.

Your donation provides course materials and scholarships for other women.

Crash Course

Learn critical investment concepts and experience the Women’s Financial Academy for yourself in this 90-minute class.

In this 90-minute class learn the difference between a stock and a bond, what mutual funds and ETFs are, discover how advisors are paid, how fees affect you, and recognize common investment mistakes. This informative class should give you the working knowledge to understand your investments.

Tuesday, Apr 3, 6:00pm-7:30pm
Thursday, Jun 28, 6:00pm-7:30pm
Friday, Jun 29, 12:00pm-1:30pm
Monday, Aug 27, 6:00pm-7:30pm
Wednesday, Sep 12, 12:00pm-1:30pm

Financial Planning 101

This class is for investors who want to understand the investments they own, learn to communicate effectively with advisors, and make sure that their planning is on track.

5 Weeks. This is a comprehensive course designed to guide you to a written financial plan and to develop critical thinking skills. This class offers in-depth information on stocks, bonds, mutual funds, and various investments and strategies. Learn to read your statements, discover your investment costs, and determine if your portfolio is right for you. A CPA will teach you how to read your tax returns and look for missed tax saving opportunities. Insurance and asset protection are also covered. Class time includes instruction, private space to work on your own planning, and role-play so you can communicate with your advisor with confidence.

Mondays, Apr 9-May 7, 6:00pm-7:30pm
Mondays, Apr 16-May 14, 11:30am-1:00pm
Fridays, Jul 13-Aug 10, 12:00pm-1:30pm
Mondays, Sep 17-Oct 15, 6:00pm-7:30pm

Retirement Topics

In this class we look at many aspects that we face in retirement. Whether you are in retirement or wanting to make sure that your retirement plan is on track, this is a good class for you.

3 Weeks. If you are in, or nearing retirement and worried about running out of money, this class covers income producing investments, safe-spend down, and pension and social security options. We will work through case studies so that you can understand practical applications. An estate-planning attorney will help you understand your will and trusts, and teach you the roles and liabilities of the people named in a trust. An Elder Care expert will talk about the costs and resources for taking care of elders and strategies that you may be able to use to protect your life savings.

Thursdays, Apr 12-Apr 26, 10:00am-11:30am
Wednesdays, Jul 11-Jul 25, 12:00pm-1:30pm
Fridays, Sep 14-Sep 28, 10:00am-11:30am

Proficient Investor

This class is for those who would like a more active role in their investment decisions, or for investors who are self-managing. We discuss the current markets, economic headlines, and help you figure what it may mean for you.

3 Weeks. This class is for investors who want to either self-manage their own investments or take a more active role with their advisors. In this class you will be guided on how to write your own investment criteria. Discussions are focused on investment and tax strategies, and current market cycles. This class is by invitation only and Financial Planning 101 is a pre-requisite.

There are no upcoming events at this time.

Alumni Gatherings

Come have some fun with fellow alumni to discuss goals, plans and financial strategies.

Re-connect with your class mates for a fun activity, enjoy a guest speaker, or continue to sharpen your skills. These gathering are offered a few times a year. Continue to check in with us, or let us know if you want to be notified.

There are no upcoming events at this time.

Other Offerings

We also offer offsite courses and one-on-one consulting.

There are no upcoming events at this time.

  • Alumni Gatherings

  • Suggested Readings

  • Useful Links