Share, , Google Plus, Pinterest,

Print

Posted in:

Murrieta School of Business Announces New Classes

November 3rd – School of Business Topic: 10 Mistakes to Avoid! Estate Planning
Presented by: Jeffrey C. Nickerson, Law Offices of Jeffrey C. Nickerson

Estate Planning basic, Wills, Trusts, Power of Attorney, Health Care Directives and more.

November 10th – School of Business Topic: Communicating During Conflict: Skills for Dealing with Difficult Behavior
Presented by: Miguel Aranda, Brandman University

Communication is an incredibly important part of our everyday existence.  In Business, it is a crucial to have skills to deal with situations and behaviors that complicate everyday interactions.  Yet, most people don’t have a technique, techniques or a plan to deal with difficult situations and people.  Using techniques from multiple sources, including Verbal Judo by Dr. George Thompson, we will review, practice and apply effective and ethical persuasive techniques to promote cooperation.

December 8th – School of Business Topic: A Introductory to Investment Fundamentals
Presented by: Charles Klumpp LUTCF

Investment Fundamentals – Whether you are just starting to look at investing for the first time, or already have some investment experience, this workshop is for you.

Here are some of the topics that will be covered:

  • A step by step process that will give you the educational foundation for investing, including a discussion on Dollar-Cost Averaging
  • Gain a clear understanding of investment terms
  • A discussion of the different categories of financial product and investments available e.g. annuities, US Government Securities, stocks, bonds, mutual funds, ETF’s, Index Funds, and alternatives.
  • The risk reward correlation between different types of investments
  • How to construct an investment portfolio that is in line with your goals
  • Evaluating your retirement plan distribution options and a discussion on the differences between a Traditional and Roth IRA
  • The “Five Myths and Truths of Investing”

Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor, Non-Securities products and services are not offered through TFA. Charles Klumpp Financial Services and TFA are not affiliated.

All Classes Are from 9:00am-10:30am, FREE for Murrieta Chamber Members/ $25 non-members