Monday, August 21, 2017
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 Retirement
$49.00 - $59.00 (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.

Be Your Own Financial Planner
$69.00 (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.

Create Your Own Pension Plan
$29.00 (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 (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 (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
$69.00 (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.

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.

Protect Your Inheritance--Will Vs. Living Trust
$39.00 (2 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
$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.

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.

Rescue Your Retirement From Taxes
$39.00 (4 sections available)
Are you concerned about the taxes effecting your retirement savings and unsure if you can sustain your lifestyle in retirement? Are you doing everything you can to ensure your money will transfer to your beneficiaries in a tax efficient manner? In this course students will gain in-depth learning about different retirement tax strategies. Each session is designed to help students identify what areas to help improve upon their retirement tax planning needs.

Retirement Planning
$49.00 (3 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.

Strategies to Maximize Your Retirement
$39.00 (4 sections available)
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 to ensure your money will last. In this course students will gain in-depth learning about different retirement strategies. Each session is designed to help understand retirement account options and how to take distributions.

Taxes in Retirement
$29.00 (2 sections 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.

Understanding Senior Health Insurance
$69.00 (1 section available)
This series begins by looking at Social Security and ends five sessions later after discussing how to select a care facility. Along the way we cover Medicare; Medicare Supplements; Advantage, Drug and Travel Insurance; low income programs; Health Care Reform; your legal documents; Adult Day Care; Hospice and Palliative services, and Long Term Care Insurance. The class binder is your to assist in making health care decisions in the years to come.

Ways to Cut College Costs - Tools and Know-How You Need to Pay Less for College
$39.00 (4 sections available)
Are you planning on sending your child to college? If you are trying to figure out how to pay for college costs, this course will help identify various financial aid sources, scholarships, and grants to help pay for college expenses. Students will learn how scholarships and grants are awarded and which ones you should focus on given your financial profile. Learn about different kinds of financial aid and how to qualify. How do current investments influence the amount of financial aid my child would be eligible for. Learn more about the formula that FAFSA and other aid documents use to determine the amount of aid you are qualified for. Each session is designed to help students identify in which areas they can begin to improve upon their personal financial planning needs.

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