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Topics > Financial Management & Budgets
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Estate Planning.. Since You Can't Take It With You
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$49.00 (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 (2 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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Preparation for Divorce, Avoiding Financial Disaster
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$29.00 (1 section available)
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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 alimony.do 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.
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Rejuvenate Your Retirement
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$49.00 (2 sections available)
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While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues and needs of today's retirees. This course is designed as a comprehensive personal finance course for those in the early stages of retirement or those who have been retired for some time. Whether you are planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye opening experience.
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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 Planning 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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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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