Tuesday, December 12, 2017
Topics > Financial Management & Budgets

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Annuities: How They Really Work
$39.00 (4 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 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.

Be Your Own Financial Planner
$49.00 (1 section available)
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.

Can You Afford to Retire? A Seminar for Pre-Retirees
$49.00 (1 section available)
Ask yourself, can you afford to retire? This course is designed for pre-retirees. Learn how to use basic financial principles, as you anticipate and plan strategically for your comprehensive retirement needs. Learning how to use proper planning methods will help you address and meet those needs for the full length of your retirement.

Create Your Own Pension Plan
$39.00 (2 sections available)
Wish you had a pension plan? You can! One of the top concerns of pre-retirees and retirees is that they will not have the money they need to enjoy their retirement years. Learn how you can have income for life through your own personal pension plan. In addition, find out how this plan can manage taxes, fight the effects of inflation and accumulate funds for retirement. The course is not biased toward any company or product, but rather focuses on the concepts to turn your retirement into reality. The tuition includes a course book.

Home Budgeting 101
$39.00 (2 sections 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 (2 sections 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.

Maintain Your Lifestyle During Retiremen
$49.00 (1 section available)
Will you be able to maintain your lifestyle throughout your retirement? Learn how to maintain financial security throughout your lifetime by applying specific financial management strategies that can assure you a financially comfortable retirement.

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.

Plan Well...Enjoy Retirement
$49.00 (1 section available)
A down- to-earth retirement planning series that emphasizes the distinct similarities between Retirement Planning & Flight Planning. We ask the question "Would you ever DREAM of getting on an airplane . if there was no flight plan?" We want students to envision that striking analogy & relate it to their current situation. They will study the things that matter most in retirement (including quality-of-life & healthcare topics) and learn the nitty-gritty concepts.

Planning and Executing a Successful Retirement
$39.00 (4 sections available)
Have you thought about what your retirement will look like? Planning for retirement requires time, thought, and finances. Please join us for a workshop on "Planning and Executing a Successful Retirement" to discuss how you can plan for a successful retirement and learn about the many topics associated with retirement

Protect Your Inheritance--Will Vs. Living Trust
$39.00 (3 sections available)
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.

Rejuvenate Your Retirement
$49.00 (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.

Repair Your Credit
$39.00 (3 sections 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.

Retirement: What You Need to Know to Reduce Taxes and Maximize Income
$49.00 (4 sections available)
Are you concerned about the tax effect on your retirement savings? Are you planning on retiring but unsure if you can sustain your lifestyle in retirement? Or are you already retired and uncertain you are doing everything you can do to ensure that your money will last? In this course, students will gain in-depth learning about different retirement tax strategies. Each session is designed to help students identify areas to improve their personal financial planning needs, such as Retirement Basics, Tax Strategies, and Retirement Income for Life Model Planning.

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.

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.

Successful Money Management - Accumulate Wealth
$49.00 (1 section available)
Everyone wants to retire comfortably. To do that you need to accumulate wealth now! Learn how to accumulate wealth with financial tools that you may be able to use to your advantage in your personal financial planning. Topics include, methods for evaluating, selecting, and monitoring investments; hands-on approach to education funding; career changes; health insurance; and more.

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