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Money & Personal Finance

UL Lafayette Continuing Education does not endorse any information provided in these courses. The instructors are not permitted to offer tax, legal or investment advice during classroom instruction or to use the classroom for personal gain or to solicit clients or customers.
UL Lafayette shall not be responsible for any tax or investment advice offered by instructors. U.S. Treasury Secretary highlights the importance of financial education at all ages and life stages.

Money & Personal Finance Classes

Introduction to Personal Finance 02/02/2021 - 02/11/2021 $125.00

Are you interested in making better financial decisions, but simply do not know how? Are you having difficulties finding extra funds to save? Tired of consistently being broke? No matter what your issue is with finances, Introduction to Personal Finance can help make it right. Using real-life situation, this course will show you how to set realistic and attainable financial goals and crush them. You will learn the basics of how to effectively manage your finances, including how to develop a personal budget and how to use that budget to better manage your money, get out of debt, save and prepare for emergencies, as well as learn how to get the most out of your paycheck. There is a great need for people to understand and take control of their personal finances. Touching on various subject areas like budgeting, saving, personalized debt repayment plans, credit, and investing, just to name a few. This course is geared at bridging the gap in the education system as it pertains to learning how to manage money. $125

Instructor: Markashia Brown

Class Times:

Tue Feb 2 2021 6:00 PM - 8:00 PM
Thu Feb 4 2021 6:00 PM - 8:00 PM
Tue Feb 9 2021 6:00 PM - 8:00 PM
Thu Feb 11 2021 6:00 PM - 8:00 PM

Last Will & Testament - Write Your Own Will - Option 1 03/11/2021 - 03/11/2021 $85.00

There are two types of Wills that are legal in Louisiana, Olographic Testament and Notarial Testament. You will be given information to prepare your own Last Will & Testament.
I will teach the elements of the two different types of Wills, showing their commonalities and differences.

You will learn what you CAN do in a Will and what you CANNOT do in a Will.

Questions will be answered:
• Who should have a Will?
• Why should you have a Will?
• What will happen if you don’t have a Will?

Please bring your questions. $85, ages 18 & up

Instructor: Carolyn Estilette

Class Times:

Thu Mar 11 2021 5:00 PM - 7:30 PM

Last Will & Testament - Write Your Own Will - Option 2 05/13/2021 - 05/13/2021 $85.00

There are two types of Wills that are legal in Louisiana, Olographic Testament and Notarial Testament. You will be given information to prepare your own Last Will & Testament.
I will teach the elements of the two different types of Wills, showing their commonalities and differences.

You will learn what you CAN do in a Will and what you CANNOT do in a Will.

Questions will be answered:
• Who should have a Will?
• Why should you have a Will?
• What will happen if you don’t have a Will?

Please bring your questions. $85, ages 18 & up

Instructor: Carolyn Estilette

Class Times:

Thu May 13 2021 5:00 PM - 7:30 PM

Retirement for Life - LIVE ONLINE (ZOOM) 03/09/2021 - 03/23/2021 $59.00

The course consists of 3 two and one half hour sessions, which include the Planning Process, Retirement Income Sources and Distribution Methods, Taxes and How the New Tax Law Affects You, Investments and Investment Philosophies, Social Security, Health Insurance prior to Age 65, Transitioning to Medicare, Medicare Basics, and Estate Planning, How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values from One Generation to the Next. Attendees will receive two e-workbooks (one for each session) which give examples and illustrations to support instruction. This course is educational and non-commercial. No specific financial products are sold. No special skills or level of experience is required. Suggested age range is 50 – 70 years old, however, younger is perfectly fine. $59

Instructor: Dr. Douglas Burnette, Jr. (Co-instructor, Cheree Burnette)

Live Online (Zoom)

Class Times:

Tue Mar 9 2021 6:00 PM - 8:30 PM
Tue Mar 16 2021 6:00 PM - 8:30 PM
Tue Mar 23 2021 6:00 PM - 8:30 PM

Retirement for Life - LIVE ONLINE (ZOOM) 03/11/2021 - 03/25/2021 $59.00

The course consists of 3 two and one half hour sessions, which include the Planning Process, Retirement Income Sources and Distribution Methods, Taxes and How the New Tax Law Affects You, Investments and Investment Philosophies, Social Security, Health Insurance prior to Age 65, Transitioning to Medicare, Medicare Basics, and Estate Planning, How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values from One Generation to the Next. Attendees will receive two e-workbooks (one for each session) which give examples and illustrations to support instruction. This course is educational and non-commercial. No specific financial products are sold. No special skills or level of experience is required. Suggested age range is 50 – 70 years old, however, younger is perfectly fine. $59

Instructor: Dr. Douglas Burnette, Jr. (Co-instructor, Cheree Burnette)

Live Online (Zoom)

Class Times:

Thu Mar 11 2021 6:00 PM - 8:30 PM
Thu Mar 18 2021 6:00 PM - 8:30 PM
Thu Mar 25 2021 6:00 PM - 8:30 PM

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