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CLL of Fort Walton Beach - Course Catalog & Registration



Finance

Thinking Money

$20

with Sharon Bumgarner

Calendar Jan 14, 2025 at 10:15 am, runs for 6 weeks

Course Description: Learn about your thinking around money, Resources and how to rewire your brain for wealth. Find out your money personality and learn new non-biased Resources. This is a 6-week class starting January 14.

Notes: 6-week class meeting January 14, 21, 28, February 4, 11 and 18.

Class Leader Bio(s): Sharon Bumgarner, CFP® has over 30 years of experience in Financial Services as a financial planner, stockbroker, corporate trainer, wealth manager and military financial counselor.

Investing in Uncertain Times

$20

with Nicholas Barlotta

Calendar Jan 14, 2025 at 2:45 pm, runs for 7 weeks

Course Description: This class will equip investors with information on investing through varying environments, information on specific investment types, specifics of investment planning and portfolio management, and discussion on markets, geopolitics, interest rates, inflation, currencies, and more. This is a 7-week class.

Notes: This is a 7-week class starting January 14, the date of the skipped class will be determined later.

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

Workshop for Individual Investors

$20

with Matt Ritter

Calendar Jan 15, 2025 at 1 pm, runs for 8 weeks

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.

Guide to Estate Planning for FL Residents

$20

with J. Mark Fisher

Calendar Jan 16, 2025 at 10:15 am, runs for 8 weeks

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 Classroom for 28 years. J. Mark Fisher has offices in FWB, Pensacola, and Panama City.





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