Finance & Investment
This financial management workshop addresses real-life concerns and provides tools that will last a lifetime. You will develop healthy approaches to your personal finances and retirement planning. With the knowledge gained, you will become more confident in making financial decisions to pursue your family’s overall financial goals and help improve its financial future. The course agenda will include the following topics: risk, cash and tax management, investment concepts, retirement planning and estate conservation.
A comprehensive workbook will be yours to use for notes and to take home after the course is complete.
Couples may attend together for a single registration fee.
Instructor: Roger Desai.
This course is designed for women in transition. It will assist you in planning for the unexpected. Estate planning, tax deferred investments, 401(k)s and IRAs will be discussed from a woman’s perspective. The information shared should assist you, regardless of whether you are retiring, divorcing, selling a business, beginning to collect Social Security, etc.
The seven strategies taught during the class will help you to take control of your financial future.
Instructor: Roger Desai
Is the idea of retirement weighing heavily on your mind? Are you concerned about the transition from a structured work life and the cost of retirement?
Imagine “your life without limits.”
Visualize and document your core values, hopes and dreams to prepare for what lies ahead. Communicate expectations for the future with your partner. Make plans for a rewarding and fulfilling retirement by learning to address your physical, mental, spiritual, and financial well-being.
This workshop is designed to incorporate your dreams and goals for the future with a new or existing financial plan. Ensure that your future dreams are within reach.
Are you confused about your financial future? Would education and guidance give you the peace of mind to deal comfortably and confidently with your money? Take the confusion out of investing by learning how stocks, bonds, mutual funds, annuities, options, investment strategies, and evaluation and minimization of risk would benefit you in today’s economy.
Instructor: Merle Ross, M.Ed., MBA, CFP, ChFC.
This unique and comprehensive course focuses on the issues and financial concepts that are important to retirees. In straightforward language, this class explains financial strategies designed to accomplish objectives such as tax-efficient income planning, lifestyle preservation, inflation protection and providing a legacy.
However, money is only one aspect of post-retirement planning.
We introduce fun and fulfilling activities such as travel, hobbies, sports, crafts, socializing, business ventures, and lifelong learning to help you make the most of your retirement years.
Couples may attend for a single registration fee. One person registers in advance, the second registers in class.
This course includes a 143-page illustrated workbook.
Class size is limited, so register today! Instructor: Chris Gordon
Everyone wants to save enough for their retirement; however, planning for the income phase of your retirement requires that you explore several aspects and different approaches in order to survive well in retirement. Income planning for retirement is a “whole different ballgame” today.
Topics covered in this class include: risks and strategies to consider during accumulation vs. distribution, structuring investment income to reduce taxes, maximizing retirement income by understanding Social Security key issues, determining whether Social Security will be enough and how to optimize it, recognizing unnecessary tax payments on Social Security benefits, being mindful of taxes when diversifying assets, covering inflation in your income and understanding and agreeing with your financial plan.
Join instructor Andrew Paladino, CPA and financial adviser, to obtain this useful information.
What picture are you painting for your retirement, a Monet or a Jackson Pollock?
There are a myriad of financial decisions that will either make or break your ability to retire without affecting your current lifestyle. A number of strategies and products are available. What makes sense for you? This course is designed to integrate planning with life, helping you understand tools: qualified plans and IRAs, investments, insurance, tax laws, income planning, and estate documents. Whether you are beginning to develop a plan, rapidly approaching retirement, or already retired, you will focus on mastering the critical ability to properly allocate your financial resources, comprehend and put into action the right investment and tax-efficient strategies, and become a more disciplined investor.
Your financial health depends on getting financially fit so you can enjoy “the second half.”
Materials are provided. Couples may attend together for a single registration fee. Class sizes are limited so register today.
Instructor: J'Neanne Theus.