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Topics > Financial Management & Budgets
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Annuities: How They Really Work
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$39.00 (1 section available)
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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.
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Baby Boomer Retirement
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$49.00 (3 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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Debit Card Safety
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$39.00 (1 section available)
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What can you do to safe guard your money? Debit cards and technology are convenient but are they safe. Learn how to avoid identity theft of your banking information.
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Money and Common Sense
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$39.00 (2 sections available)
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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.
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Retirement Planning
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$49.00 (1 section 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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$39.00 (2 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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Taxes in Retirement
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$39.00 (1 section available)
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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.
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