September 6, 2005
College offering five-week non-credit finance course
There is no shortage of financial advice, especially in times of uncertainty. The volatile stock market, the rollercoaster mutual funds have been riding for years, and their subsequent affect on retirement funds have millions of Americans concerned.
But Clint Combs, investment representative, certified financial planner practitioner and accredited asset management specialist with Edward D. Jones, Inc., in Arkansas City, hopes to provide useful information to those who enroll in his class titled Financial Matters. It will be held at Cowley College from 1:30-3:30 p.m. Wednesdays beginning Sept. 21. The class will be held for five weeks in Room 136 of the Brown Center for Arts, Sciences and Technology.
The course is open to anyone who is interested. Pre-enrollment is encouraged. Contact Margaret Neal at (620) 441-5286 to enroll. The cost of the class is $7.
Combs, who has years of experience in finance, said the class was strictly an educational opportunity.
“It’s really an opportunity for people who want to learn,” Combs said. “A lot of current events always create uncertainty in people. We want to help them realize that we always have to deal with uncertainty. If a person has a good, diversified, balanced type of (financial) plan, they’re going to be all right.”
Among the topics Combs plans to cover:
• The foundation of what an investment plan should look like
• Identifying investments such as loans and certificates of deposit, as well as stocks and mutual funds
• What to look for and what to stay away from in investments
• How to build a good portfolio
• Tax advantage opportunities, tax-free bonds, annuities, the Roth Individual Retirement Account and the traditional IRA
• Risk management
• Long-term care and estate planning
“We will get into a lot of discussions,” Combs said. “I will allow the class to guide how deep we go into different topics.”
Combs will provide each class member with a workbook to help them follow along with the material.
“It’s going to be an interactive class,” Combs said. “It’s structured for some fun and education at the same time.”