Office of Vice President and
Chief of Staff
Florida Gulf Coast University
10501 FGCU Blvd S.
Fort Myers, FL. 33965-6565
Phone: (239) 590-1065
Fax: (239) 590-1066
FGCU Hosts "The Personal Financial Planning Process" Course
WHO FGCU Office of Continuing Education, and Wall Street Wrap Up, for the public
WHAT "The Personal Financial Process," a course created in conjunction with Wall Street Wrap Up, a financial education television show. The course introduces participants to the personal financial planning process. The goal of the course is to empower the participant through education and the establishment of a personal financial plan. Course readings and materials are included. The course is offered on the FGCU Main Campus and Peace River Elementary School Media Center in Charlotte County.
WHEN 6:30 p.m. to 8 p.m., Thursdays, June 21, 28, July 12, 19, 26, August 2
WHY The six week course discusses topics such as completing an investment policy statement, investments, insurance, taxation, retirement and estate planning.
COST $125 per person; $175 per couple (single household)
CONTACT To register call (239) 590-1095.