Course Description: Is your Portfolio Ready for What's Next? We will discuss various asset classes, asset allocation and how to position your portfolio

Class Leader Bio(s): Matt Ritter holds Series 7, 63 and 66 licenses. As well as an Accredited Asset Management Specialist designation with 22 years in the Securities Industry.

Course Description: This course provides an overview of estate planning, probate issues, estate taxes, Medicaid planning, asset protection, and guardianship.

Notes: There is a non-refundable $15 materials fee.

Class Leader Bio(s): J. Mark Fisher received his Juris Doctorate from Mississippi College School of Law in 1984. He has limited his practice to the field of Estate Planning, Probate, Wills and Trusts, and Nursing Home Medicaid Planning for over 30 years and has been teaching classes at UWF for 27 years. J. Mark Fisher has offices in FWB, Pensacola, and Panama City.

Course Description: This 7-week class will equip investors with information on why investing is important, information on specific investment types, specifics of investment planning, and a macro-economic discussion on interest rates, inflation, currencies, and more.

Notes: This is a 7-week class starting September 24.

Class Leader Bio(s): Nicholas Barlotta is a Chartered Retirement Planning Counselor and Financial Consultant with Barlotta Cauley Wealth Management Group of Benjamin F. Edwards.

Course Description: Three subject-matter experts from Eglin Federal Credit Union are seeking to empower you financially. Class discussions include IRA’s, Financial processes after losing a loved one, and Counterfeit checks and other scams. This is a 3-week class.

Notes: This is a 3-week course with classes meeting every other week. Classes covering IRAs on October 2; Financial processes after losing a loved one October 16; and Counterfeit and other scams on October 30.

Class Leader Bio(s): Thedna Yellow Bear-Baskin, with Eglin Federal Credit Union, is the Financial Education Specialist delivering and facilitating free financial education to businesses, schools, nonprofit organizations, and military installations in the local community.