Make the Plan - Achieving Financial Security
Dates: November 13-20, 2021
Meets: Sa from 9 AM to 11 AM
Location: Instructional Planning Center Board Room 1
Registration Fee: $39.00
Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.
It's all about the plan! This two-part class covers the financial planning process, the basics of investing, planning for retirement, and estate planning. With over 16 years in the financial services industry, financial advisor William Perry will share knowledge and advice about actions you can take to become financially secure. Week one will be an overview of financial planning and investment basics. Week two will include retirement and estate planning basics. Regardless of your age or investment knowledge you will leave equipped with tools to take control of your finances and feel at ease knowing you're closer to achieving financial security! Bring a spouse, partner or friend at no cost.
|Course Fee (Basic)||Registration Fee||$ 39.00|
Instructional Planning Center Board Room 1
Bill has been serving clients as a Financial Advisor since 2004. He believes that the best financial advice comes from a comprehensive understanding of his clients’ needs. He thoroughly enjoys working with families to help reach their financial goals through customized and personalized solutions. Many of his younger clients are proactive about preparing for retirement now so they can achieve the lifestyle they desire. Bill also enjoys working with clients who are entering the final stages of retirement planning, and with clients living in retirement to utilize and manage their funds appropriately. Bill earned his Accredited Asset Management Specialist. (AAMS®) designation in 2008. He attended Augustana College and is a member of the Downtown Lions Club and the National Active and Retired Federal Employees Association (NARFE).
Bill is an affiliated instructor with a national organization called the Financial Educators Network. This Network offers courses on Life Planning and Retirement Planning at over 400 schools throughout the United States. He is also a Level Two archery instructor and enjoys volunteering his time teaching archery to individuals with disabilities. He is actively involved as a youth leader and teacher at his church. Bill’s wife, Anna, is a social worker at the VA Hospital and together they have two young daughters who will both be participating in the Spanish immersion program in the Sioux Falls School District. He is an avid reader, softball player and fan of eclectic music.
|11/13/2021||Saturday||9 AM to 11 AM||Instructional Planning Center Board Room 1|
|11/20/2021||Saturday||9 AM to 11 AM||Instructional Planning Center Board Room 1|