Finance & Investment
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.
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. Instructor: Roger Desai.
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. Couples may attend for a single registration fee. One person registers in advance, the second registers in class. Instructor: Scot Millen, MBA, Accredited Investment Fiduciary®.
Distributing income in retirement is distinctly different than accumulating wealth while working. People are living longer. They are more active. Key questions about retirement are:
1) Do you have enough money to live in a lifestyle to which you have become accustomed?
2) Do you have enough money to last your lifetime?
3) Do you have your money in the right places?
This course will discuss the challenges that many retirees face in creating an income stream that will last a lifetime. You will better understand why the order of returns in retirement is so important and how a time-segmented strategy can offer you the confidence that comes with a properly designed plan. Learn how to reduce uncertainty regarding the amount and regularity of your retirement income. Explore how to plan a legacy for your heirs or your favorite charities. Instructor: Roger Desai.
Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, this course has something for everyone. This comprehensive program covers key issues for retirees. Discover new ways to stay mentally, physically and socially
active, as well as learn about important financial topics such as tax reduction planning, investment risk management, health care planning and estate planning. Above all, you will discover how to apply this knowledge to help you pursue a more active, healthy and financially secure lifestyle in retirement. Money is one aspect of post-retirement planning. Rejuvenate Your Retirement® discusses fun and fulfilling activities such as travel, hobbies, sports, 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. 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 advisor, to obtain this useful information.