For over 20 years we have provided financial education designed to help participants make informed decisions on topics that impact their lifestyle. Classes are held in our state-of-the-art financial learning lab. A small group setting ensures that all sessions are interactive and targeted to help you get the most out of the time you invest.  

2020 Spring Sessions

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Budgeting for Retirement
Many successful people find budgeting for retirement to be far more complex than a budget when they're working.
Spring
Smart Strategies for Boomers
Learn why your Social Security decision is so important for your retirement plan and when to start your SS income.
Spring
Navigating Medicare
Explore and understand your Medicare options and lessen your worries about managing medical expenses
Spring
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Budgeting for Young Marrieds
Spring
Building a life together can have some twists that are worth taking time to think through a new financial plan.
Gen Y - Smart Money Choices
This class is designed to help young adults build a savings nest egg while juggling other financial demands.
Spring
Starting Your Own Business
Learn how to build a business, explore financial, legal and tax considerations, while developing a plan for success.
Spring

* Class Fee waived for 401K plan participants managed by Adams Financial Partners and current wealth management clients.

Please check again as we update our class schedule for 2020

© Copyright 2020 Adams Financial Partners, Inc. Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. Cetera is under separate ownership from any other named entity. The site is published for residents of the United States only. Registered Representative of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit Cetera Advisor Networks LLC site