Seminars and Classes

Bob Mecca enjoys teaching his clients one-on-one as well as providing financial education to groups of any size. We provide financial seminars and classes throughout Chicago's northwest suburbs for all who want to learn more about investing.

Seminars And Fall 2010 Class Schedule

We will be conducting investing and financial planning seminars and classes at District 211 and Harper College late this summer and during the fall.  The following lists the details about each one:

Personal Finance Panel Discussion: The Recovery Has Begun, Invest Now?

School / Room: Harper College Main Campus / Building V

Date / Time: Thursday, 8/19/2010, 6:00 - 8:00 p.m.

Price: Free

I will be participating on the Harper College Economic and Financial Panel as part of their Personal Education Open House.  Come sit in on what promises to be a lively discussion.  Call 847-925-6300 to register for the Open House.

Basic Principals Of The Stock And Bond Markets

Course Number: LPF0101-001

School / Room: Harper College / W Building (Wojcik) 218

Date(s) / Time: Tuesday, 9/7/10 and 9/14/10, 7:00 - 9:00 p.m.

Price:  $59

This course covers basic definitions and investment concepts while explaining indexes, exchanges and yield curves.

View the course description.

Call 847-925-6300 to register or register online.

How To Obtain Financial Security

Course Number: B150-01

School / Room: Palatine High School (District 211) / Room 273

Date(s) / Time: Tuesday, 9/14/10, 6:30 - 9:30 p.m.

Price:  $29, Extra person free!

Learn fundamental concepts about risk, emergency funds, bonds, stocks, mutual funds, 401k, IRA, insurance, and estate planning.  

View the District 211 continuing education catalog (the course description is on page 23).

Call 847-755-6820 to register or register online.

Financial Security

Course Number: B208-01

School / Room: Palatine High School (District 211) / Room 273

Date(s) / Time: Thursday, 9/16/10, 6:30 - 9:00 p.m.

Price:  $29

This special one night class will feature a Certified Financial Planner, CPA, and Estate Attorney.  You will learn about maximizing cash flow, proper asset allocation, investments, tax reductions, IRA, tax strategies, gifting, wills, trusts, and current topics.  You will enjoy an immediate payback and special bonus awards to all who attend.

View the District 211 continuing education catalog (the course description is on page 23).

Call 847-755-6820 to register or register online.

Concepts Of Mutual Funds And Exchange Traded Funds

Course Number: LPF0103-001

School / Room: Harper College / J Building 166

Date(s) / Time: Monday, 9/20/10 and 9/27/10, 7:00 - 9:00 p.m.

Price:  $59

This class explains all you need to know about mutual funds and will also give you a basic understanding of Exchange Traded Funds (ETFs) and how to include them into your portfolio.

View the course description.

Call 847-925-6300 to register or register online.

Why Roll Your 401k And Pension To An IRA, And How To Do It Easily And Where To Invest

Course Number: B152-01

School / Room: Fremd High School (District 211) / Room 117

Date(s) / Time: Tuesday, 9/21/10, 6:30 - 9:00 p.m.

Price:  $29

This class is especially for people who left their job, been laid off, or plan to retire shortly. We'll discuss 20 reasons to rollover assets to an IRA and how to successfully do so. 

View the District 211 continuing education catalog (the course description is on page 24).

Call 847-755-6820 to register or register online.

Investment Basics For Widows, Widowers, Divorcees, and Singles

Course Number: B143-01

School / Room: Hoffman Estates High School (District 211) / Room 137

Date(s) / Time: Monday, 10/4/10, 6:30 - 9:00 p.m.

Price:  $29

This unique class is designed to help those without the support of a spouse.  We'll address cash flow, risk, financial goals, asset allocation, insurance, and everything you need to enhance your financial security.   

View the District 211 continuing education catalog (the course description is on page 25).

Call 847-755-6820 to register or register online.

Financial Planning Primer

Course Number: LPF0102-001

School / Room: Harper College /I Building 113

Date(s) / Time: Wednesday, 10/6/10 and 10/13/10, 7:00 - 9:00 p.m.

Price:  $59

This class develops basic financial planning principles including defining financial goals, identifying various risks, setting an emergency fund, basic investment techniques, asset allocation, debt consolidation, life insurance, 401ks and IRAs. 

View the course description.

Call 847-925-6300 to register or register online.

Strategies For Singles, The Widowed, And Divorced

Course Number: LPF0104-001

School / Room: Harper College / J Building 257

Date(s) / Time: Thursday, 10/7/10 and 10/14/10, 7:00 - 9:00 p.m.

Price:  $59

The needs of single or newly single people can be different than multiple income households. Perhaps your circumstances have recently changed and you are in need of another financial plan. Learn how to map realistic financial goals, avoid unnecessary risks, develop personal investment strategies, maximize cash flow, consolidate debt, and re-design insurance needs.

View the course description.

Call 847-925-6300 to register or register online.

Conservative Investment Alternatives To A Volatile Stock Market

Course Number: B155-01

School / Room: Fremd High School (District 211) / Room 118

Date(s) / Time: Wednesday, 10/13/10, 6:30 - 9:00 p.m.

Price:  $29

Afraid of the stock market?  Don't like the low yield at banks? Learn moderate investment alternatives which fit your risk tolerance. 

View the District 211 continuing education catalog (the course description is on page 25).

Call 847-755-6820 to register or register online.

Learn More

Knowledge gives you the power to grow your assets. For more information or to discuss which seminar or class would best fit your circumstances, contact us.