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Topics > Financial Management & Budgets
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Debt-Free Living
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$39.00 (2 sections available)
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Learn how to pay off all debt, including mortgages, in seven to 10 years using only present income. In this three-hour workshop students will learn specific mathematical techniques for rapidly paying down debt. Students should bring their debts and calculators; skeptics welcome.
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Estate Planning.. Since You Can't Take It With You
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$55.00 (1 section available)
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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.
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Guide to Retirement for Sustainable Income in Retirement
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$49.00 (4 sections available)
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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.
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How Money Works
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$55.00 (1 section available)
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The ultimate key to financial success is knowledge about how to make well-informed financial decisions and how to get the best value for hard-earned dollars. This course presents an overview of strategies for overcoming the most common financial challenges facing people today. Students will learn how to set up a realistic budget, eliminate debt, defer taxes, pay themselves first, save money, protect their assets and set financial goals.
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How to Preserve Your Assets and Make Money in a Recession
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$39.00 (1 section available)
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An angry bear market, inflation raising prices on everything, interest rates still rising, a huge tax bill embedded in your retirement accounts, and income taxes that never go away. If you're retired, or still in the "red zone" (ten years or less away from retirement), inflation and recession can stop your dreams in their tracks. A CFP® will teach you how to position your assets to protect them from inflation and market risk.. The goals of this class are: limit the risk of principal loss from your portfolio, reposition your assets to maintainsafer inflation-fighting growth, and generate the income you need.
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How to Start Investing in Stocks and Options
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$39.00 (1 section available)
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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.
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I'm an Executor-Now What Do I Do?
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$55.00 (1 section available)
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As executor of an estate, what activities are required by law? Let an experienced attorney guide you step-by-step through the process.
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Personal Finance
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$139.00 (6 sections available)
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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.
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Preparation for Divorce, Avoiding Financial Disaster
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$35.00 - $39.00 (2 sections available)
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Every spouse going through the divorce process asks him/herself the same question: Will I be OK after I am divorced? This course will help you make sound financial decisions in your divorce process and help you to successfully navigate the murky financial waters of divorce. Topics of discussion will include: What method of divorce is best for you and your spouse--mediation vs. litigation vs. collaborative? How to craft a fair financial agreement, including taxes, personal assets, retirement assets, pensions, rental property, debt, income, post-divorce living expenses, alimony and child support. This course will help spouses considering divorce and, also, currently in the divorce process. You will leave this session with a good overall understanding of the best method for you to become divorced and all the considerations that go into crafting a fair and equitable divorce settlement.
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Repair Your Credit
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$39.00 (1 section available)
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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.
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Retirement Planning
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$59.00 (3 sections 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 (4 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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The ABCs of Investing
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$39.00 (4 sections available)
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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.
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Want to Retire Early and Don't Know What to Do About Health Coverage?
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$39.00 (1 section available)
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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!
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Where Does My Money Go?
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$139.00 (6 sections available)
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Ever get frustrated that you never seem to get ahead? Are you and your family constantly arguing about money? Do you ever wonder where your money went last month? Do you have trouble saving money? Want to work on paying down your debt but don't know where to find the money? This course will teach you the very basics of how to get control of your finances rather than letting them control you.
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Your Retirement Made Simple
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$49.00 (4 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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