Attaining Financial Wellness

Location(s): Remote, SUNY Westchester Community College

Learn the necessary steps to put yourself on the path towards a successful financial future. This course will be a fun interactive 10-week program covering the basics and beyond along with must follow steps to secure your finances well into the future including Investment Basics, Life Events, Debt Management, Retirement Income Planning and more! This course is taught by a Chartered Financial Analyst / Certified Financial Planner: B. Yam.

Course Outline:

1. Financial Wellness Foundations (4 classes)

Financial Budgeting
Investment Basics
FICO Score and Debt Management
Net Worth and Retirement Gap Income

2. Life Events (3 classes)

Buying or Renting a House
Buying or Leasing a Car
College Financing

3. Income Planning (3 classes)

Retirement Income Planning
Social Security
Medicare
Other (miscellaneous)

Spring Course Offerings

There are no courses scheduled at the moment.

How to Register:

You will need the Class # when speaking with a representative.

Office hours for registration are Monday – Thursday 8:30 a.m. to 7:15 p.m.
Friday 8:30 a.m. to 4:30 p.m. (in summer, 9:00 a.m. – 12:00 noon)
Saturday 9:00 a.m. to 3:30 p.m. (in summer, closed some Saturdays)

For course questions, please contact:

Jim Irvine, Director of Corporate and Continuing Professional Education
914-606-6658
james.irvine@sunywcc.edu