Personal Financial Planning

A 4-Week Online Course
Thursdays, July 30-Aug 20, 10-11am

Length: 4 weeks, 1 hour per week
Day: Thursday
Time: 10am-11am
Dates: July 30-Aug 20
Venue: ONLINE via Zoom
Price: $39

There’s never been a better time to take control of your finances. This course will equip you with the basic tools you need to sleep soundly at night, knowing that you’ve planned for your future. Topics include:

  • Taking out loans (why, how, how much, when)
  • Building credit
  • Budgeting, saving, and analyzing expenses
  • Major Asset Purchases: Homes & Cars
  • Taxes (Income, capital gain, and property) and inflation
  • Investment Asset Classes (Equities, Fixed Income, Alternatives, Cash)
  • Investment Accounts (Roth IRA, Traditional IRA, Taxable Account)

About the instructor

Chris Gwinn is the founder, Principal, and Chief Medical Consultant of the Great Lakes Advisory medical consulting firm. Chris began his career at Northern Trust working on an investment team within Northern Trust Wealth Management. During Chris’ tenure at Northern Trust, he managed over $85 million of client assets and provided holistic wealth management solutions for high net worth individuals and families. Prior to launching Great Lakes Advisory, Chris was the Director of Finance and Operations at Harmony Center for Surgery of the Ears, Nose, and Throat. Chris holds a bachelor’s degree in accounting and finance from Marquette University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation.