Tuesday, February 19, 2019
Topics > Financial Management & Budgets

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Annuities: How They Really Work
$39.00 (3 sections available)
Most people are introduced to annuities by a salesperson. Find out how they work in a non-sales environment. Gain an overview and the ability to analyze the pros and cons of the various types of annuities.

Baby Boomer Divorce - How not to go Broke
$29.00 (2 sections available)
Baby Boomers are divorcing at a stunning rate. Splitting up on the brink of retirement, or post-retirement, can be catastrophic for your finances. In this course, we will cover how to make the important financial decisions: What to do with the marital home? Can I afford my current living expenses? What about my spouse's pension? What is the best financial decision regarding taking our Social Security benefits? How can we get divorced without paying thousands and thousands of dollars, without taking years to settle, and without going to war with each other? This course will help you make sound financial decisions and hopefully give you peace of mind, so that you both can move forward and enjoy your remaining retirement years.

Baby Boomer Retirement
$49.00 (3 sections available)
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.

Ditch Your Debt and Build Your Future
$39.00 (1 section available)
Have you ever arrived at the end of the month and were surprised by how little you had left in your bank account? Where did it all go? This course is designed to introduce a variety of budgeting techniques that can fit your life and lifestyle. We will begin by exploring where our money is going and end with a range of saving options and begin establishing goals that can change your life.

Home Budgeting 101
$39.00 (1 section available)
It's never too late to start managing your home finances. This home budgeting basics course will teach you where to start, how to organize your income and spending, and prioritize all of the items on your new budget.

I'm an Executor-Now What Do I Do?
$49.00 (1 section available)
As executor of an estate, what activities are required by law? Let an experienced attorney guide you step-by-step through the process.

Investment Strategies in an Uncertain Economy
$49.00 (1 section available)
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.

Long Term Care
$39.00 (1 section available)
Take Charge with a Plan for the Future, find out how to help protect yourself and your family. Here are some questions regarding long term care. What is it? Does Medicare pay for it? Can I get my money back? How does it impact my family and beneficiaries? How much does it cost and how do I pay for it? What are the odds of needing care? Find out these answers and more. This course will help you understand the basics of Long Term Care and uncover some benefits that you might not know about.

Making Your Nest Egg Last: Strategies for Sustainable Income in Retirement
$49.00 (4 sections available)
THE ABCS OF INVESTING Today's notion of retirement is very different from that of previous generations. Individuals are working longer, living longer, and are faced with the challenges of both caring for elderly parents and providing for the needs of adult children. Learn how to assess what your retirement needs are, how to position your assets to meet those needs, and how to take advantage of tax savings while maximizing government retirement benefits. You will leave this course with detailed strategies to ensure that you will have sufficient income to help you enjoy a comfortable, secure retirement.

Millennials Plan Your Retirement
$39.00 (2 sections available)
66% of Millennials have nothing saved. Learn what you can do early in planning your retirement. Waiting to save could significantly delay retirement. It is never too early -- or too late -- to plan for and achieve your retirement goals.

Money and Common Sense
$39.00 (1 section available)
Are you tired of living paycheck to paycheck? Then this course is for you? You will learn strategies to earn extra income, manage your money wisely, and save money in a variety of unique and clever ways. A textbook is required and should be purchased before the first class. Textbook is "Money and Common Sense" ISBN#: 978-1535502320

Preparation for Divorce, Avoiding Financial Disaster
$29.00 (2 sections available)
Every spouse going through the divorce process asks him/herself the same question: Will I be OK after I am divorced? This course will help you make sound financial decisions in your divorce process and help you successfully navigate the murky financial waters of divorce. Topics will include: what method of divorce is best for you and your spouse--mediation vs. litigation vs. collaborative; how the new 2019 divorce tax laws will affect your financial agreement; 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. This course will help spouses considering divorce and,also, currently in the divorce process. You will leave this session with a good overall understanding of the best method for you to become divorced and all the considerations that go into crafting a fair and equitable divorce settlement.

Protect Your Estate Living Trust
$39.00 (3 sections available)
Learn to minimize estate administration and probate costs, plan for your needs, including long-term care and benefit eligibility, and choose among tools for efficiently transferring assets.

Rejuvenate Your Retirement
$49.00 (2 sections available)
While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues and needs of today's retirees. This course is designed as a comprehensive personal finance course for those in the early stages of retirement or those who have been retired for some time. Whether you are planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye opening experience.

Repair Your Credit
$39.00 (1 section available)
Most people are not aware that repairing credit is as simple as writing a series of letters to collection agencies and credit bureaus to have negative items removed. By reviewing the important sections of both the Fair Credit Reporting Act and the Fair Debt Collection Practices Act, students will learn how to achieve deletions of negative information from their credit profile. Participants do not have to be a lawyer or incur attorney fees to fight big credit corporations and win-only have patience and persistence.

Retirement Planning
$49.00 (4 sections available)
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.

Social Security--What You Need to Know
$39.00 (6 sections available)
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.

Stocks, Bonds and All That Jazz
$49.00 (1 section available)
Understand the basics of investing. Discuss the difference between CDs, stocks, bonds, and mutual funds and the historical returns of each asset class. Explore the differences between growth and value, balanced and blend, mutual funds. We will cover the impact of taxes and inflation in relation to investment choices; investigate how dollar cost averaging and diversification can help your portfolio, and the role of asset allocation in your investments. Look at the difference between 401Ks, Roth IRAs traditional IRAs, and other retirement plans.

Taxes in Retirement
$39.00 (1 section available)
Have you planned for taxes in retirement? Do you know how to avoid triggering additional taxes when you are in retirement? This course will help you understand the tax rules we live under and identify misconceptions about taxes in retirement. If you understand the tools and strategies available then you can play the tax game.

The ABCs of Investing
$49.00 (4 sections available)
Would you like to learn about investing and a practical approach to building wealth, but don't know where to start? We will demystify investment jargon and empower you to manage your money safely and effectively. We'll start by examining money market accounts, certificates of deposit, savings accounts, stocks, bonds, and mutual funds. You will master practical investment skills such as spotting high fees on account statements and in mutual fund prospectuses, and building a balanced portfolio. Find out what really matters when you pick mutual funds (hint: it's not the number of stars). Learn how to protect yourself from salespeople and speculators, and how to use the financial services industry to your best advantage.

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