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Topics > Financial Management & Budgets
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Guide to Retirement for Sustainable Income in Retirement
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$61.00 (3 sections available)
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The guide to Retirement course is designed to help those planning for retirement and those already retired learn the various pitfalls one may face in retirement and strategies to help you better go through and prepare for retirement. The good news is that many are entering retirement with substantial monies in investments and retirement accounts. The bad news is that the rules associated with how to take distributions from those accounts are complex and not well understood. We will discuss the four phases of retirement and how to effectively plan for each, what you need to know about your retirement accounts and how distribution planning for retirement is different from accumulating for retirement. Join us to learn various ways to help prepare for a retirement life free from financial concerns.
Please note that there is an error in our published catalog that lists these courses as "one session". There are three (3) sessions in each course. We are sorry for any inconvenience -please contact us at 412-788-7546 if we can be of any assistance. Thank you and we hope that you will join us.
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Live Life Your Term/Fin Indep Part 1
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$102.00 (1 section available)
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Almost all people would like to be financially free but sometimes we are the ones in the way. Personal barriers, limiting beliefs, current circumstances will be discussed. Learn how to live a life financially free and better understand time constraints and what you need to do to attain that life.
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Master Your Money: a Four- Part Financial Literacy Series
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$82.00 (1 section available)
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This interactive series dives deeper into the core areas of personal finance. Across four weekly sessions, participants will explore budgeting basics, balancing needs and wants, strategies for managing debt and saving, and practical "Financial CPR" tools for handling setbacks. Each class builds on the last, giving learners a step-by-step path toward financial confidence and long-term stability.
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Plan Well...Enjoy Retirement
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$61.00 (1 section available)
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Take control of your retirement with the 'Plan Well.Enjoy Retirement' class. This is an empowering course for retirement readiness. You will learn through essential strategies to understand all aspects of retirement planning including expenses, inflation, IRMMA taxes, investment strategies and ROTH conversions. All of this so you can have the retirement lifestyle of your dreams. Participants will receive a personalized retirement plan following the class to help turn your dreams into reality including in your class fee.
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Planning for Your Divorce Protecting Your Financial Future
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$51.00 (1 section available)
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Every spouse going through a divorce process asks him/herself the same question, will I be okay after my divorce? Learn how to make good financial decisions in your divorce process and how to successfully navigate the murky financial waters of divorce. Topics of discussion include what method of divorce is best for you and your spouse, mediation versus litigation versus collaboration. How to craft a fair financial agreement including taxes, personal assets, retirement assets, pensions, rental property, debt, income, post-divorce living expenses, alimony and child support. Leave this session with a good overall understanding of the best method for becoming divorced and all the considerations that go into crafting a fair and equitable divorce settlement.
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Retirement Planning
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$72.00 (2 sections available)
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From Paycheck to Purpose: Get Retirement Ready Retirement is about more than money - it's about being Retirement Ready to live the life you've envisioned. Discover how to protect your investments and manage risk, take advantage of the latest tax laws, make smart choices with your company's retirement plan, and create retirement income streams that you can count on. Learn how to align your money with your values and design a retirement lifestyle you'll love. Each participant receives an easy-to-follow textbook filled with practical guidance. Couples are welcome to attend together for one registration fee. Get Retirement Ready - for life, not just finances.
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Secure Your Future: Simple Retirement Planning for Busy Women
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$61.00 (1 section available)
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This empowering workshop is designed for women who are juggling careers, families, and everything in between, and want to take control of their financial future. A breakdown of the basics of retirement savings in a way that's easy to understand, with real-life examples and strategies that fit into your life. Whether you're just getting started or need to refocus your savings, this class will give you the clarity and confidence to build a fulfilling retirement. Come as you are-no finance background needed!
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Social Security--What You Need to Know
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$51.00 (5 sections available)
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Boomers close to retirement need to know, now more than ever, about Social Security. There is so much more than deciding whether to take benefits at 62 or 66. This "safety net" is a guaranteed, inflation-protected source of income in retirement, and boomers should know how it works and how it fits into their future retirement income streams. In this informative seminar they will learn about the role of social security in your overall retirement plan. Topics include how it works, boosting benefits by increasing current earnings, strategies for maximizing lifetime benefits, coordinating spousal benefits, special issues for women, taxes on benefits, Medicare and long-term care, related programs and the mechanics, history and financing of the Social Security system.
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Suddenly Single
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$51.00 (1 section available)
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Suddenly becoming single, whether due to divorce or the loss of a spouse, presents significant emotional and financial challenges. These circumstances can be incredibly overwhelming and may leave individuals feeling uncertain about their future. This workshop is designed to guide participants through the process of building a comprehensive financial life plan. The focus will be on establishing stability and security after a major life change. *Developing a Viable Income Stream: Learn strategies for creating and sustaining income to support your lifestyle and financial needs. *Housing Choices: Evaluate your housing options, considering both immediate needs and future goals. *Retirement Planning: Explore retirement planning techniques to ensure long-term financial health and preparedness. *Social Security Decisions: Understand the options available and how to make informed decisions regarding your benefit options.
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Understanding Federal Benefits
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$92.00 (1 section available)
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Federal Employees are offered a wide range of benefits, but do not always fully understand how these programs work together to support thie rfinancial and personal well-being? This course provides an overview of key benefits, including Social Security, the Federal Employment Retirement Systems (FERS), pension plan, the Thrift Saving Plan (TSP), health and insurance options. Particiapnts will gain knowledge needed to make informed decisions, maximize thier benefits and plan effectively for both their careers and retirement. This course is taught by Certified Financial Planner, author, published columnist and radio show host, Gary W Boatman MBA, CFP.
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Want to Retire Early and Don't Know What to Do About Health Coverage?
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$51.00 (1 section available)
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Voluntarily walking away from a productive career presents early retirees with a number of weighty considerations. One of the first: health insurance. For Individuals who retire prior to age 65, when Medicare eligibility begins, need to find alternate options to cover medical, hospitalization and prescription drug costs. Health insurance premiums can chew up a considerable chunk of post-retirement income. Consequently, retirees under the age of 65 must examine all reasonable outlets for coverage, balancing cost with benefits, provider networks and plan design. The good news is you have options. Discover some health care options that may work for you!
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Your Retirement Made Simple
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$61.00 (2 sections available)
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This course is designed as a comprehensive personal finance course for those in the early stages of retirement or those preparing to retire. It addresses pitfalls to avoid, difficult retirement decisions, and other essential information.
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