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Topics > Financial Management & Budgets
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Budget Basics: Financial Literacy Series Financial Literacy Series
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$82.00 (2 sections 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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Guide to Retirement for Sustainable Income in Retirement
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$61.00 (4 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.
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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.
We hope that you will join us for our course offerings! Thank you!
For the North Campus course YCH 029 1450, a free customized financial plan is included with each registration by the instructor.
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Social Security--What You Need to Know
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$51.00 (4 sections available)
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Gain a clear understanding of Social Security income benefits and how they can serve as a reliable stream of retirement income. Learn how Social Security benefits are calculated, how cost of living adjustments affect your claiming decision, and the various strategies available for claiming benefits. We will also cover spousal, survivor, and divorced spouse benefits, how to minimize taxes on Social Security income, and how to coordinate Social Security with other retirement income sources. The course includes a review of the current state of Social Security and guidance on how much you can expect to receive. You will also learn why many recipients lose trillions collectively due to suboptimal claiming strategies.
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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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Understanding Investments
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$82.00 (1 section available)
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Please note that our Fall 2026 catalog referenced an incorrect course number. The correct course number is YCH-036-1540. Thank you and we hope that you will join us!
If you are curious about investing, but not sure where to start, this course is for you. Break down the basics in a clear and easy to understand way. With real life examples, you'll learn key terms and concepts that show how financial markets really work. After this course, you'll feel confident taking your first steps towards investing. Topics include the risks of investing, stocks, bonds, mutual funds, exchange-traded funds (ETFs), and some more advanced topics like foreign assets, options, commodities, real estate, and derivatives.
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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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