Monday, October 22, 2018
Topics > Financial Management & Budgets

Baby Boomer Retirement
$49.00 (2 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.

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.

Life Insurance Planning
$39.00 (4 sections available)
Dispelling the myths and revealing the truths about life insurance. Have you ever asked yourself these questions about life insurance? What are the living benefits of life insurance? How much life insurance do I need? What's in a life insurance contract? What kind of life insurance is right for me? This class will help you better understand what kind of life insurance you have, how it works, and what the benefits of the policy might be. If you currently do not have life insurance this class will help you determine what kind of policy would be right for you and help you determine how much coverage you might need. The class will review the benefits of various types of life insurance and how to use some of those benefits for yourself and your beneficiaries. We will discuss how life insurance should be used as an asset to build wealth. This session is designed to help students identify which areas they can begin to improve upon their personal financial planning needs.

Rejuvenate Your Retirement
$39.00 (2 sections available)
In this course you will plan your retirement income, apply strategies to improve your Social Security Income, evaluate and plan for health care. Come learn strategies to rejuvenate your retirement.

Social Security--What You Need to Know
$39.00 (5 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.

Taxes in Retirement
$29.00 (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.

Writing Your Will
$39.00 (1 section available)
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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