PF Series SU15.pub - UCLA Extension Business, Management, and

Business, Management, and Legal Programs
3 seminars to get you started this summer!
Take Charge of Your
Financial Future!
Learn how to take control of your financial future with these
convenient financial literacy seminars!
Enroll in the first two seminars and receive a $75 discount on
the third seminar!
Mastering Your Personal
IRA’s and Pensions: Selection,
Introduction to the Stock Market
Finances
Accumulation, & Distribution
Learn about the equities markets and
This practical seminar helps you gain
Issues
the approaches that successful
self-assurance and take charge of your
Recent tax law changes have added to
investors use to select stocks. Topics
financial choices through a better
the planning complexity of accumu-
range from goal-setting and successful
understanding of key personal financial
lating wealth. This seminar covers how
strategies to protecting profits and
planning concepts and strategies.
to choose the appropriate retirement
limiting losses plus more.
INSTRUCTOR:
account for your personal
INSTRUCTOR:
Todd S. Davidson, JD, Certificate in
circumstances.
Steven L. Gail, BA, Registered Option
Personal Financial Planning, UCLA
INSTRUCTOR:
Principal, Amerivet Securities, Inc.
Extension; Owner, Davidson Financial
David S. Bergman, BS; CFP®, EA,
Reg# 257258Q
Planning; UCLA Extension
CLU, ChFC, Managing Principal, The
Sat 9am-3pm, Aug 15, 1 mtg
Distinguished Instructor Award, 2013
David R. Bergmann Group
Through Jul 15: $95 / After: $105
Reg# 257155Q
Reg# 257260Q
Westwood: 216 Extension Lindbrook
Sat 9am-3pm, Jul 11, 1 mtg
Sat 9am-3pm, Jul 25, 1 mtg
Center
Through Jun 11: $95 / After: $105
Through Jun 25: $95 / After: $105
Westwood: 216 Extension Lindbrook
Westwood: 216 Extension Lindbrook
Center
Center
ALSO THIS SUMMER
Money Skills for Teens
Reg# 255835Q
For additional information visit us at: uclaextension.edu/pfseries
Or contact Sam Gomez at: sgomez@uclaextension.edu or (310) 825-4938
4-29-15. Not printed at state expense. Printed on recycled paper.
Mon, Tue, & Thu, 2-5pm, Jul 6-16, 6 mtgs
Through Jun 6: $315 / After: $345