Devin Wolf, CFP® will be teaching three finance classes at Whatcom Community College for the Winter ’14 Quarter. If you or anyone you know would benefit from these classes definitely pass the information along! Class 1: Social Security Made Simple Whatcom Community College Thursday Feb. 6 6:30-8:30 pm Deciding how and when to claim Social Security retirement benefits can be complicated. This course is designed to help you understand what options you have in claiming Social Security, and the pros and cons of each claiming strategy relative to your unique financial situation. You’ll learn Social Security basics as well as the top strategies for maximizing your Social Security payout. Instructor Devin Wolf, CFP® helps his clients integrate Social Security into their comprehensive wealth management plan. Included in class fee, Devin will provide each student with a customized claiming report. Register here. Class 2: Your Guide to Financial Planning Whatcom Community College Tuesdays from Jan. 28 – Feb. 11 6:30-9:00 pm Explore the key elements of constructing a financial plan including building personal financial statements, identifying goals, constructing portfolios to fund those goals, identifying and avoiding risks, and monitoring your plan. You’ll receive expert guidance and leave class with a wealth of information and valuable resources. As a wealth manager at Financial Plan, Inc., Devin Wolf, CFP®, helps families make smart decisions with their money. Register here. Class 3: Understanding Your 401(k) Whatcom Community College Wednesday, Feb. 12 6:30-9:00 pm Corporate retirement plans have received a lot of bad press recently, leaving participants wondering if they should bother with their 401(k). In this workshop, learn how to evaluate your 401(k) plan, avoid hidden fees, and use your retirement plan to accomplish your financial goals. Instructor Devin Wolf, CFP®, leads the corporate retirement plan division at Financial Plan, Inc. Prior to becoming a plan advisor, Devin was an engineer and served as a fiduciary of his company’s 401(k) plan. Register here.
Financial Planning Blog
Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.