Friends of the Finance Academy, Inc.
PBFOFA

Friends of The Finance Academy, Inc -  Survey

 This is a general class that would cover the most requested topics:

Check all that you have an interest. 

 

Balancing your checkbook

 

Preparing a home budget

 

Calculating your net worth

 

Debt – How much is too much?

 

Debit and credit cards

 

Debt reduction strategies

 

Your credit score and credit reports – what do they mean?

 

How much can I afford for a home. Fixed vs variable mortgages

 

Home equity loans and home equity lines of credit

 

When is it time to refinance my mortgage?

Should I lease or buy a new car?
 These would be classes on specific topics

Check all that you have an interest.

 

Investing – 401(k), 403(b), IRAs. Why it is important to save! Risk versus Return - Stocks, Mutual Funds, CDs, Real Estate.

College Planning – College 529 plans. State schools vs private colleges. Student Loans – Filling out the FAFSA

 

Retirement Planning – Can I afford to retire? How do I calculate what I will need? How do I get there?

 

Long Term Care – Reverse Mortgages – Medicare Part D

 

Life Insurance – Term or Whole Life? How much do I need?

 

Taxes - Do I really want a big refund? What's new for this year?

 

ABCs of insurance - Home Owners and Automobile
Please list any topic you would be interested in having discussed:

 
If you are interested in attending a free class on any of the above topics please complete the following:
Would you attend a free educational class on one of the above topics?
 Weekend    Saturday morning   No Preference
 So we may contact you when a class is being offered, please list your name and address. If you have an e-mail address we will contact you over the internet
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