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10901 Little Patuxent Parkway
Columbia MD, 21044
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312 Marshall Avenue, Suite 205
Laurel, MD 20707
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6751 Columbia Gateway Drive
Columbia MD, 21046
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Finance & Investment

 

Financial Management Workshop

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.

Tuition: $119** (includes $65 in fees*)
Tue Oct 24-Nov 07 7PM-9PM Centennial High School XE-404 6096 #9806
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Financial Stability: Wise Women Know More

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

.4 CEUs.

Tuition: $69 (includes $40 in fees*)
Mon Oct 09-Oct 16 7PM-9PM Gateway Campus XB-225 6109 #9790
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Imagine: Your Life Without Limits

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.

Tuition: $49** (includes $40 in fees*)
Sat Oct 07 10AM-12:30PM Hickory Ridge XE-599 6107 #9831
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Investment Strategies: the Basics and Beyond

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.

Tuition: $89 (includes $40 in fees*)
Tue Oct 24-Oct 31 6:30PM-9PM Gateway Campus XB-408 6099 #7812
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Rejuvenate Your Retirement: A Class For Retirees

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

Tuition: $59** (includes $52 in fees*)
Fri Sep 22-Sep 29 10AM-12PM Hickory Ridge XE-144 6097 #9793
Thu Sep 28-Oct 05 1PM-3PM Bain 50+ Center XE-144 6098 #9792
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Retirement Income and Income Tax Planning

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.

Tuition: $49** (includes $40 in fees*)
Wed Nov 08 7PM-9PM Centennial High School XE-191 6102 #9797
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Retirement Planning for Today

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.

Tuition: $89 (includes $65 in fees*)
Thu Oct 12-Oct 26 6:30PM-8:30PM Wilde Lake High School XE-151 6052 #9794
Tue Oct 17-Oct 31 6:30PM-8:30PM Centennial High School XE-151 6054 #9795
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Savvy IRA 401(k) Distribution Options
How do you plan to maximize your retirement benefits when you retire? This class will discuss tax reduction strategies to plan for a retirement income that will last a lifetime. You will learn to maximize your income during retirement, to recognize the importance of beneficiary designations, to address health care concerns and asset protection strategies, how to convert IRAs into Roth IRAs and how to keep money in your IRAs using the stretch IRA concept.
Tuition: $49** (includes $40 in fees*)
Sat Nov 04 10AM-12PM Hickory Ridge XE-604 6105 #9833
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