Saturday, October 21, 2017
Topics > Financial Management & Budgets

Baby Boomer Retirement
$49.00 (1 section 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.

I'm an Executor-Now What Do I Do?
$49.00 (1 section 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.

Rejuvenate Your Retirement
$39.00 (1 section 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.

Taxes in Retirement
$29.00 (1 section 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.

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.

Writing Your Will
$39.00 (2 sections available)
Learn about the essential elements of creating this important document and discuss other estate planning essentials such as power of attorney, advanced directives, guardianships, and estate and inheritance taxes.

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