"I'd asked around 10 or 15 people for suggestions.
Finally one lady friend asked the right question,
'Well, what do you love most?' That's how I started painting money." Andy Warhol
Elaine has a number of presentations available for any group. Contact us to
schedule your class today by clicking on the appropriate presentation title.
All classes are taught by Elaine Kiernan, CFPA, CDFAA, CSAA.
Long Term Care Insurance - How to Choose
Of those who enter a nursing home, 55% will stay at least one year and 21% will remain longer than 5 years. Nearly 60% of all Americans will need some type of long-term care at home or in a nursing home. Learn how to evaluate good and poor LTC insurance coverage and how much is too much to pay.
Separating Your Assets Successfully
When separating from your partner, does equal always mean equitable? Learn
what you need to know to create an equitable separation of your finances.
Organizing Your Financial Affairs
How long do I keep my statements? How do I set up a budget? What is my net worth?
How much should I be spending on food? How much coverage should I have on my
car? Get the answers to these and many other questions concerning your finances.
A Woman's Guide to Financial Fitness
What you don't know CAN hurt you! Women are empowered by knowledge.
We will cover cash management, investments, insurance, taxes, wills and trusts,
retirement, and estate planning. Worksheets and open discussion will facilitate
practical applications. This class if for all women who want independence
and confidence in their financial future!
Financial Strategies for Unmarried Couples
There are many issues to address for unmarried couples to build financial security.
This class will cover wills, estate planning, insurance, health-care directives, children, and living together agreements. If you are currently living with a domestic partner or considering that arrangement, this class is a must!
Investments 101
What's it all about? Upside? Downside? The markets seem complicated, but Elaine
simplifies them by sifting through the jargon to help you make intelligent decisions about where to put your money.
Let your money work for you, so you
don't have to work as hard.
Investments 102
Ideally, this class is for those who have had Investments 101 or who have a basic understanding of general investment vehicles. During this class, we will get into more specific discussions, as well as how to determine specific asset allocation techniques and portfolio structuring.