Y.M.B.A. Group: Finance
Click a class title to register for a 45-minute live virtual class.
Current Class Dates Posted To October 31, 2020. November dates will post August 15.
Current Class Dates Posted To October 31, 2020. November dates will post August 15.
Corporation Structure
Corporation, subsidiary, division, proprietor, or parent company? Why does it matter? Class vocabulary includes definitions and discussion to assess why a business may choose one over the other. Understanding the structure adds clarity among business relationships. August 4, September 1, September 29, October 27 
Saving For Your Future
One dollar a month can be over $40,000 in 50 years with 2% interest. Even small investment amounts can be substantial if you start saving soon. We explore strategies that impact interest on savings. Students consider how they may grow a nest egg from a pebble. August 17, September 14, October 2 
Stocks and Bonds
A volatile stock investment or a stable bond investment? Students examine the traits of the two investment vehicles to understand their risks and capacity for growth. Age-based risk profiles are evaluated as students consider how their investment portfolio may change in the future. August 8, September 5, October 3, October 30 
Your Credit Report
Baffled or intimidated on how to impress on your credit report? One way to maintain a high credit score is to understand its elements. Careful spending and planning can begin with credit report clarity. Seven key aspects are strategized on with class formulation of ideas for success. August 10, September 8, October 5, October 19 
Checking Accounts
"I think I have enough money in my account" are the words that often precede an overdrawn account. Included is a how-to review your account each month, how to write a check, and strategize to ensure an account stays positive. Students audit and balance a statement. August 3, August 31, September 28, October 26 |
The Stock Market
Your single purchase transaction when combined with others can impact the economy. Each consumer can make a statement with a purchase. Examine supply and demand to help to reveal stock market trends and predictable repeat market patterns. August 10, August 29, September 10, October 19 
Investment Profiles
Would you prefer to bungee from a cliff or step off a sidewalk? Similar to a hobby, it's essential to know your investment risk before making investment choices. Students examine investment strategy risks and possible returns to better understand personal risk comfort and strategy. August 4, August 21, September 18, October 27 
Vendors and Invoices
One of the top ways to ensure you pay for what you get is to read the invoice. Invoices follow a standard format that students practice interpreting, along with alerts and uncommon red flags. The class evaluates examples as students gain clarity on invoice terms and layouts. August 25, September 22, October 13 
Mutual Funds
Define your risk and goal as you develop mutual fund investment profiles based on risk and return. Comparing the balance of investments enables the future strategizing of a 401k or IRA. Charts with investment vehicles are evaluated in a student-led discussion. August 15, August 27, September 12, October 15 
Credit Card Costs
"I keep paying my minimum payment due, but the balance is barely different." is something we hope no one experiences. The statement is evaluated with an analysis of fees, interest rates, and new charges outside of promotional rates to consider the impact on the balance. August 7, August 21, September 18, October 29 |