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Topics > Financial Management & Budgets
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Be Your Own Financial Planner
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$59.00 (1 section available)
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Who wouldn't like to feel more confident in the financial decisions they make? In this course students will learn to read prospectuses and financial pages, demystify financial jargon, set achievable financial goals, identify good financial advice, understand tax structure and increase and manage your cash flow. They will also gain insight into assessing risk, evaluating insurance needs, getting the most from banks and planning for retirement.
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Debt-Free Living
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$69.00 (2 sections available)
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Learn how to pay off all debt, including mortgages, in seven to 10 years using only present income. In this three-hour workshop students will learn specific mathematical techniques for rapidly paying down debt. Whether they earn $20,000 or $120,000, students will benefit from this practical, proven method. No get-rich-quick schemes--just simple math and surprising results. Students should bring their debts and calculators; skeptics welcome. Optional text for $48 will be available.
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I'm an Executor-Now What Do I Do?
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$49.00 (2 sections available)
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As executor of an estate, what activities are required by law? Let an experienced attorney guide you step-by-step through the process.
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Investment Strategies in an UncertainyEconomy
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$59.00 (2 sections available)
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Learn how to maximize investment return with an eye on managing risk in your portfolio. Students will learn about each of the different asset classes and how to research and analyze these investments. They will also learn different methods for allocating assets in a portfolio of investments and how to reduce risk in a uncertain economy. Asset classes such as mutual funds, ETFs, stocks, bonds, and various short-term investments will be covered. Finally, we will study some of the great investors to learn about strategies and values that made them successful.
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Protect Your Inheritance--Will Vs.yLiving Trust
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$39.00 (2 sections available)
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Learn to bypass the high costs, publicity and delays of probate court by eliminating unnecessary legal fees and estate taxes. Participants will learn to plan for extended illness or injury through the use of wills, revocable living trusts, insurance trusts, and charitable trusts. A lawyer will be in class to assist the instructor and answer questions.
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Retirement Planning
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$49.00 (2 sections available)
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In this course you'll learn How to: manage investment risks, use new tax laws to your Advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws. However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. This course includes a 225-page illustrated textbook. Couples may attend together for a single registration fee.
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Social Security--What You Need to Know
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$29.00 (3 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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Writing Your Will
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$39.00 (1 section available)
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Learn about the essential elements of creating this important document and discuss other estate planning essentials such as power of attorney, advanced directives, guardianships, and estate and inheritance taxes.
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