Personal Finance Classes in Washington, DC

Designed to help individual investors understand and evaluate the wealth management landscape.  Become educated on how to become a better consumer of financial products and services. Note: Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington Avenue building.

This course is required to earn the following designations: RPA, CEBS This course provides strategic insights into today’s most pressing challenges that accompany the sponsoring of defined contribution plans in a volatile, global world. From the outset, the course seeks to impart the fundamentals of investment management that should be mastered...

Preserving Family Assets from Estate Taxes, Nursing Home Costs and More Learn how to legally avoid estate taxes and nursing home costs and keep family assets from ending up in unwanted hands, while maintaining control of your assets. You will be taught what needs to be done in order to pass assets to children free of estate tax, how you can protect...

The Tax Cuts and Jobs Act (TCJA), passed in December 2017, made several significant changes to the individual income tax. What provisions in the new tax law could affect you and your family in retirement? In this two-session course, you'll learn important details about the retirement tax updates and how they can make an impact on your retirement. ...

This workshop will be hosted online (Livestream) due to safety considerations, please check out the "Preparation" section on the bottom of this page. Registered participants will be notified in advance of this program with information on how to log in to the workshop. There is little to no financial education or information around money in our education...

Feng Shui: How to Strengthen & Thrive Through a Time of Crisis What you’ll learn: This series will teach us how to apply the tools and wisdom of Feng Shui, an ancient shamanic tradition, to cultivate skillful action and inner strength in this time of crisis. Each class will include calming heart meditations, breathwork and gentle movement...

This workshop is perfect for professionals looking to move to the next level in their career. Build a professional brand story and learn what makes a sellable profile. Whether you are looking to move up, pivot your focus, or find the right next role, build a professional story that helps you stand out. You’ll learn and apply best practices to enhance...

Managing your own finances can be difficult enough with a steady job, let alone in the midst of a career change or transition. In this workshop, Kimberly will break down three key actions you can take to ensure your finances stay on track for meeting your money goals, even in the midst of an exciting shift in your life. Takeaways How to develop...

It's becoming easier than ever to start your own business and work for yourself. But the idea of giving up a steady paycheck, retirement benefits, and health insurance can be daunting. The good news is that most successful freelancers and entrepreneurs don't just up and quit one day. They take their time to build a foundation for their business and...

Will your family know what to do and what you want when you die? Learn how you can get the funeral/burial that you want and what you can do in advance to ease the burden on others and plan for the costs. You will leave this session comfortable with your choices, and you will have the opportunity to make them known to your family so they can avoid any...