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Courses

Janet currently serves as a part-time instructor in personal finance at the College of Marin and University of California, San Diego Extension.

College of Marin – Winter/Spring 2022

Retirement Planning Today for Entrepreneurs

You went to school to prepare for your occupation. Now, it’s time to prepare for the option of retirement. Whether you plan to retire 20 years from now or have just recently retired, the knowledge gained in this class can deliver rewards throughout your lifetime. Learn ways to build wealth and use strategies to minimize taxes.  Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

6:30-7:30pm | Feb 22, Mar 1, Mar 8

Your Investment Portfolio–Crafting Your Strategy

A portfolio is nothing more, and nothing less, than a collection of assets. To have a winning portfolio, you need a clear understanding of todays’ fundamental investment principles and concepts. In this course, you will learn how to understand asset classes and how to classify assets by type; evaluate asset allocations and diversification; establish time horizons; measure return and performance and whether, when and how to rebalance. Learn how seasoned investors are generating investment returns to grow their wealth over time. Gain a framework of understanding in order to craft an investment strategy for yourself.

6-7:30pm | Apr 21, Apr 28, May 5, May 12