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Coastal presents workshops for financial planning

February 23, 2005

F Four workshops are being offered at Coastal Carolina University in March to help attendees manage their personal finances and achieve financial independence and success.

The Financial Independence, Research & Success Techniques (FIRST) workshops, all held on Wednesday evenings in March, are free and open to the public. They will be held from 7 to 8:30 p.m. in room 318 of the E. Craig Wall Sr. College of Business Administration, which is sponsoring the series.

March 2 Investing in Mutual Funds will explore how mutual funds work and how to select the appropriate fund. Gerry Boyles, professor of finance, will be the instructor.

March 9 Creating a Winning Portfolio, with Marvin Keene, assistant professor of finance, will delve into what stocks and bonds are, and how to design an ideal investment portfolio.

March 23 Current Tax Issues, with Linda Henderson, associate professor of accounting and Howard Smith, executive-in-residence, will discuss income and property taxes and how to minimize tax liability.

March 30 Managing Personal Finances, with John Mortimer, assistant professor of accounting, will deal with how to manage personal finances and will provide a quick introduction to Quicken.

For more information, call Yoav Wachsman, assistant professor of economics, at 349-2683.