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Topics > Financial Management & Budgets
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A Financial Workshop for Women
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$49.00 (2 sections available)
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This event is designed for women who are married, single or possibly in a period of transition in their life (i.e. divorce or widowed) and tend to make the financial decisions for their household or has an interest in learning more about holistic financial planning. This workshop covers time-tested financial planning principles and strategies tailored towards women's needs. Whether your particular objectives are education funding, retirement or estate planning, this seminar offers comprehensive strategies to help work towards your financial life goals. Methods for investment evaluation, insurance needs, estate planning and financial planning in divorce are also covered. Tuition includes a course book and a complimentary financial analysis.
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Annuities: How They Really Work
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$39.00 (3 sections available)
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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.
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Baby Boomer Retirement
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$49.00 (2 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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Be Your Own Financial Planner
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$49.00 (1 section available)
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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.
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Can You Afford to Retire? A Seminar for Pre-Retirees
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$49.00 (3 sections available)
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Ask yourself, can you afford to retire? This course is designed for pre-retirees. Learn how to use basic financial principles, as you anticipate and plan strategically for your comprehensive retirement needs. Learning how to use proper planning methods will help you address and meet those needs for the full length of your retirement.
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Home Budgeting 101
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$39.00 (1 section available)
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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.
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I'm an Executor-Now What Do I Do?
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$49.00 (3 sections 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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Investment Strategies in an Uncertain Economy
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$69.00 (1 section available)
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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.
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Life Insurance Planning
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$39.00 (4 sections available)
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Dispelling the myths and revealing the truths about life insurance. Have you ever asked yourself these questions about life insurance? What are the living benefits of life insurance? How much life insurance do I need? What's in a life insurance contract? What kind of life insurance is right for me? This class will help you better understand what kind of life insurance you have, how it works, and what the benefits of the policy might be. If you currently do not have life insurance this class will help you determine what kind of policy would be right for you and help you determine how much coverage you might need. The class will review the benefits of various types of life insurance and how to use some of those benefits for yourself and your beneficiaries. We will discuss how life insurance should be used as an asset to build wealth. This session is designed to help students identify which areas they can begin to improve upon their personal financial planning needs.
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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 (1 section 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.
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Protect Your Inheritance--Will Vs. Living Trust
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$39.00 (2 sections available)
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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.
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Rejuvenate Your Retirement
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$39.00 (2 sections available)
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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.
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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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$49.00 (5 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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Retirement: What's My Income? How to Reduce Taxes
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$49.00 (4 sections available)
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Are you concerned about the tax effect on your retirement savings? 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 do to ensure that your money will last? In this course, students will gain in-depth learning about different retirement tax strategies. Each session is designed to help students identify areas to improve their personal financial planning needs, such as Retirement Basics, Tax Strategies, and Retirement Income for Life Model Planning.
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Social Security--What You Need to Know
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$39.00 (5 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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Stocks, Bonds and All That Jazz
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$49.00 (1 section available)
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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.
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Taxes in Retirement
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$29.00 (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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Writing Your Will
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$39.00 (3 sections available)
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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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