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Topics > Financial Management & Budgets
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Baby Boomer Retirement
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$49.00 (3 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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Financial Survival for Retirement
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$49.00 (1 section available)
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This is an important, eye-opening opportunity to learn how to avoid the pitfalls in retirement and how to cope with all of the ups and downs. With some lessons learned from the perils of both 9/11/2001 and the 2008 Meltdown, discover how to use taxes to YOUR benefit, how to protect your life savings from the threat of Healthcare Catastrophe, and how to make sure your heirs are (protected) from probate. We'll also cover how to make the most of market gains, traverse the mysteries of social security and, most importantly, how to make sure your assets live as long as possible so you can know whet your paycheck is in the next chapter of life.
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I'm an Executor-Now What Do I Do?
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$49.00 (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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Long Term Care
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$39.00 (1 section available)
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Take Charge with a Plan for the Future, find out how to help protect yourself and your family. Here are some questions regarding long term care. What is it? Does Medicare pay for it? Can I get my money back? How does it impact my family and beneficiaries? How much does it cost and how do I pay for it? What are the odds of needing care? Find out these answers and more. This course will help you understand the basics of Long Term Care and uncover some benefits that you might not know about.
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Money and Common Sense
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$39.00 (2 sections available)
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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. A textbook is required and should be purchased before the first class. Textbook is "Money and Common Sense" ISBN#: 978-1535502320
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Retirement Planning
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$49.00 (1 section 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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Retirement: The Income for Life Model
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$39.00 (4 sections available)
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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 income strategies and is designed to help students identify what areas to help improve upon their personal financial planning needs.
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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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Taxes in Retirement
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$39.00 (1 section available)
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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.
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