Course Description: Money is more than just currency-it’s a powerful force that shapes cultures, relationships, identities, and values. Explore the role of money in your human experience, through looking at past money scripts, discovering your money personality, and learning how to rewire your brain for wealth. Also, we will look at the practical sides of money with discussions about taxes, investing, and goal setting. Let’s talk money!

Class Leader Bio(s): Sharon Bumgarner, CFP® graduated from the University of Oklahoma with BBA and secondary education teacher certification. You will benefit from her experiences as a financial planner, corporate trainer, stockbroker, wealth manager and military personal financial counselor at Eglin AFB for 8 years. Mary Zimmerman, Certified Financial Planner® professional and Registered Life Planner®, has a passion for talking about money and meaning. This passion has taken her around the globe, most recently to India, to lead “The Seven Stages of Money Maturity” workshop, based on the work of George Kinder. She is the owner of PATH Financial Strategies, LLC, in Chandler, Arizona.

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.

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

Notes: This is a 7-week class starting September 9, the date of the skipped class will be determined later.

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.

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

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

Course Description: This course offers essential financial guidance for navigating life after the loss of a loved one, including key steps for managing estates, accounts, and legal documents. Participants will learn how to safeguard personal information, prevent identity theft, and recognize common scams targeting older adults. Designed for retirees, this session empowers attendees with the tools to protect their finances and peace of mind. This is a 4-week class meeting October 1, 8, 15 and 22.

Class Leader Bio(s): Thedna Yellow Bear-Baskin is a Financial Education Specialist at Eglin FCU. She is a Certified Financial Education Instructor and retired Air Force veteran. Talluya McKinnie, is a Claims Representative III at Eglin Federal Credit Union.  She assists with Deceased Account Settlement Consumer Loan Products.  Robby Wilcox is Eglin FCU’s AVP Fraud. He has been a fraud fighter at Eglin FCU for over 20 years. He holds an MBA from UWF as well as CFE and CFCI Fraud certifications.

Notes: Retire Smart and Protecting What Matters meeting October 1, 8, 15, and 22. This engaging four-part series provides vital financial guidance for retirees and older adults. Three sessions will walk participants through the essential financial steps to take after the loss of a loved one, from managing accounts to handling legal documents. The final session will empower attendees to protect themselves from identity theft, fraud, and scams commonly targeting their age group.