Thursday, September 16, 2021
Topics > Financial Management & Budgets

Annuities: How They Really Work
$39.00 (2 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.

Economic Considerations for Stock And Real Estate Investors
$29.00 (1 section available)
It is important to know where you are at in short, medium and long cycles before you enter into, exit or change an investment. This course will teach students to identify trends that affect investments in stocks and real estate. Students will learn how to consider uncontrollable risks, navigate economic, fiscal, monetary and political situations, consider trends before they develop and learn to identify the indicators of market highs and lows. This course will help students locate and evaluate information that will lead them to increase risk and decrease risk at the appropriate time.

Estate Planning.. Since You Can't Take It With You
$49.00 (1 section available)
Learn about important estate planning documents such as a Last Will and Testament, Durable Power of Attorney, and Health Care Power of Attorney, and why every adult should have these documents. Discuss strategies for advance planning to relieve your survivors of estate distribution burdens, conflict, delays, and unnecessary expenses. Discuss the importance of estate planning to provide yourself and your family with peace of mind.

Guide to Retirement for Sustainable Income in Retirement
$49.00 (1 section available)
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.

How to Build Wealth in Good Times and Bad
$29.00 (1 section available)
This course will teach how to build wealth from a starting point without skills, connections or money. Students will learn how to control costs, increase their personal income, identify and invest in assets, make wise choices about education and training, evaluate financial risk and identify the skills that they have to build their own business. Wealth building involves some combination of personal effort, education and training, investment income, profits from the sale of products and services and the ability to control costs. Not every person needs to engage in every type of activity, but this course will look at the possible inputs for wealth building. This understanding will enable the student to identify and take the specific steps necessary to build wealth as appropriate for their own unique skillset and goals.

How to Start Investing in Stocks and Options
$29.00 (1 section available)
This course will introduce students to investing in stocks and options in cash, margin and IRA accounts. Students will learn about fundamental and technical analysis, trade management, hedging, leverage, cycles and position sizing. The course will primarily focus on short and medium duration swing trading as well as longer duration investing, but concepts covered will be applicable for day trading as well. This course will help students learn to manage their own investments, learn to identify opportunities and build wealth in the stock market.

Personal Finance
$139.00 (3 sections available)
Do you have clear financial goals? Are you confident you will be able to retire someday? How can be sure you are making the right investments? Do you know how to change your credit report to reduce your expenses and increase your financial security? Lear to protect your assets and discover how best to achieve all your financial goals.

Preparation for Divorce, Avoiding Financial Disaster
$29.00 (1 section available)
Divorce isn't easy, but it can be financially fair. This course will help you navigate the murky financial waters of divorce by covering such topics as: What is the best way to get divorced: mediation vs. litigation? What to do with the house. sell it or keep it? What is the best way to divide retirement accounts.will I need a Qualified Domestic Relations Order? How do I identify and value marital assets and marital debt? Will I be entitled to my spouse's Social Security? What about I need it? Do I have to pay? This workshop is designed so that you will have a better understanding of Equitable Distribution, and be able to craft and/or recognize a fair financial settlement.

Protect Your Estate Living Trust
$39.00 (1 section 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.

Retirement Planning
$49.00 (2 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 Planning Made Simple
$49.00 (4 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.

Roth, Ira, 401K, Oh My....
$39.00 (2 sections available)
There are many different types of retirement accounts to put your hard earned money into. Should you be investing in a Roth IRA, an IRA, a 401k or other types of accounts? What are the rules when you put money in? What are the rules when you take money out? What is an RMD? What are Roth Conversions? When does it make sense to do Roth Conversions? This class will answer all of the above questions and give you the right questions to ask when making retirement decisions!

Social Security--What You Need to Know
$39.00 (4 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.

The ABCs of Investing
$39.00 (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.

Want to Retire Early and Don't Know What to Do About Health Coverage?
$39.00 (2 sections available)
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!

Writing Your Will, Financial Power of Attorney and Healthcare Power of Attorney
$39.00 (1 section available)
Learn about the essential elements of creating these important documents. We'll discuss estate planning essentials such as wills, financial power of attorney, healthcare power of attorney, advanced directives, guardianships, and estate and inheritance taxes.

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