Free “It’s Your Money!” Course Helps People Stay in Control of Their Money
Guest speakers will discuss financial topics in weekly class moderated by veteran financial advisor.
FULLERTON, California—August 21, 2018—Eclectic Associates’ Carl Lachman, a veteran financial advisor, has joined with other financial and tax professionals to offer a free course on personal finance.
“It’s Your Money!” is an eight-week-long course that will meet Wednesday afternoons, Sept. 5 to Oct. 24, at the Fullerton Community Center.
Speakers will present on a different topic each week. Topics will include the new tax law, financial planning, annuities and mutual funds, long-term-care insurance, medical care planning, stock investing, bond investing, and “your money and your mind.”
Carl Lachman said the guest speakers will be fee-only financial advisors and tax advisors. “There’ll be absolutely no salespeople,” he said. “Our goal isn’t to sell products but to educate the community. We want people to avoid financial abuse by staying in control of their money and estate longer, through either their own efforts or an advisor with a fiduciary duty to them.”
Lachman will serve as moderator. He is a CERTIFIED FINANCIAL PLANNER™ professional and the vice president of Eclectic Associates, a fee-only Registered Investment Advisory Firm in Fullerton. He has helped moderate “It’s Your Money!” classes since 2011—an experience he said he has found rewarding.
“It’s so easy to make mistakes in personal finance,” Lachman said. “It has been gratifying to help people in an area that can truly serve them—their money and investments.”
The course is sponsored by the Fullerton Community Center, The St. Jude Hospital Foundation, and the Financial & Estate Literacy Organization.
Classes will meet from 2 to 3:30 p.m. Wednesdays in Grand Hall A/B of the Fullerton Community Center, 340 W. Commonwealth Ave.
Snacks and educational handouts will be provided.
To register, call 714-738-6305. To learn more about the “It’s Your Money!” program, visit itsyourmoneyandestate.org.