2018 Financial Management Classes
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1 2018 Financial Management Classes MONEY MANAGEMENT CLASS/BANKING OPERATONS (1ST & 3RD FRIDAY) INVESTING BASICS (2ND FRIDAY) CREDIT MANAGEMENT BLENDED RETIREMENT SYSTEM/THRIFT SAVINGS PLAN (4TH FRIDAY) CALL FOR HOLIDAY SCHEDULE/NO CLASSES HELD ON THE 5TH FRIDAY OF THE MONTH All of the classes are designed to be an introduction to personal financial planning. Topics include the personal finance planning process, money management and investments, credit/debt management and retirement planning. Research, examples and experiences are used to illustrate important planning concepts, techniques and issues. The Personal Financial Management Program assists Marines and spouses in increasing personal and family financial knowledge and readiness, and thereby, the Program contributes incrementally to the operational readiness of the Marine/Navy commands. All classes are held at the Pacific Marine Credit Union (PMCU), Building 1105 from Phone: (760) /
2 FINANCIAL MANAGEMENT CLASSES AND INDIVIDUAL/COUPLES COUNSELING TOPICS PROVIDED UPON REQUEST Managing Incoming, Expenses, Savings and Credit Credit and Debt Management Saving and Investing (Basic) Investment Options (Advanced) Consumer Awareness Banking and Financial Services Taxes Related to Personal Financial Management Insurance Options Legal Issues of Personal Financial Management Car Buying Options Financial Planning for Your Move Housing Options Financial Planning for Family Separation and Reunion Major Life Events and Financial Challenges Time Value of Money Funding Educational Cost/Student Loan Options Raising Financially Fit Children Financial Planning of Your Transition Retirement Planning 3.0 Student Loans 101: Repayment Options Divorce: The Impact On Finances DISCLAIMER NOTICE The information in the document is for the sole purpose of information and education. We will not distribute or sell any financial products or services to anyone. Every effort has been made to ensure the accuracy of information presented as factual.
3 2018 FINANCIAL MANAGEMENT CLASSES January 5 Jan Money Management Jan Investing Basics Jan Car Buying Options Jan Money Management Jan Blended Retirement System/Thrift Savings Plan Jan Credit Management Jan - 2 Feb COMMAND FINANCIAL SPECIALIST TRAINING M-TH February 2 Feb Money Management Feb Investing Basics Feb Money Management Feb Home Buying Options Feb Blended Retirement System/Thrift Savings Plan Jan Credit Management Feb - 2 Mar MILITARY SAVES WEEK TBD March 2 Mar Money Management Mar Investing Basics Mar Money Management Mar FINANCIAL NCO COURSE (E4/E5) W-TH 23 Mar Blended Retirement System/Thrift Savings Plan Mar Credit Management
4 26-30 Mar COMMAND FINANCIAL SPECIALIST COURSE M-TH April 6 Apr Money Management Apr Investing Basics Apr Money Management Apr Car Buying Options Apr Blended Retirement/Thrift Savings Plan Apr Credit Management May 4 May Money Management May Investing Basics May Money Management May COMMAND FINANCIAL SPECIALIST COURSE M-TH 25 May Blended Retirement/Thrift Savings Plan May Credit Management May Home Buying Options June 1 Jun Money Management Jun Investing Basics Jun Money Management Jun FINANCIAL NCO COURSE W- TH 22 Jun Blended Retirement/Thrift Savings Plan Jun Credit Management
5 July 6 Jul Money Management Jul Investing Basics Jul Car Buying Options Jul Money Management Jul COMMAND FINANCIAL SPECIALIST COURSE M-TH 27 Jul Blended Retirement/Thrift Savings Plan Jul Credit Management August 3 Aug Money Management Aug Investing Basics Aug Money Management Aug Blended Retirement/Thrift Savings Plan Aug Credit Management Aug Home Buying Options September 7 Sep Money Management Sep Investing Basics Sep Money Management Sep FINANCIAL NCO COURSE W-TH Sep COMMAND FINANCIAL SPECIALIST COURSE M-TH 28 Sep Blended Retirement/Thrift Savings Plan Sep Credit Management
6 October 5 Oct Money Management Oct Investing Basics Oct Money Management Oct Car Buying Options Oct Blended Retirement/Thrift Savings Plan Oct Credit Management Oct-2 Nov COMMAND FINANCIAL SPECIALIST COURSE M-TH November 3 Nov Money Management Nov Money Management Nov NO CLASS December 4-5 Dec FINANCIAL NCO COURSE W-TH 7 Dec Money Management Dec Home Buying Options Dec Money Management Dec NO CLASS HOLIDAY SEASON 28 Dec NO CLASS ---- HOLIDAY SEASON ***NOTE: ALL CLASSES WILL BE HELD AT THE PACIFIC MARINE CREDIT UNION, BUILDING 1105
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