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. 

Instructor Bio: Nicholas Barlotta is a Chartered Retirement Planning Counselor and Financial Consultant with Barlotta Wealth Management Group of Benjamin F. Edwards. 

Note: This is a 7-week class starting September 8, the date of the skipped class will be determined later. 

Course Description: Explore the role of money in your life by looking at past money scripts, discover your money personality, and thinking around money so you can make your money match your values as you rewire your brain for wealth and increase your peace of mind and happiness.  

Instructor Bio:  Sharon Bumgarner, CFP®, has over 30 years of Financial Services experience as a financial planner, stockbroker, corporate trainer and wealth manager who is now an educator and possibility partner.  

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

Instructor Bio: 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 36 years and has been teaching classes at UWF for 30 years.  J. Mark Fisher has written three books on the topic of Estate Planning, and 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 starting October 7.

Instructor Bio:  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.