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HCC Main Campus
10901 Little Patuxent Parkway
Columbia MD, 21044
Laurel College Center
312 Marshall Avenue, Suite 205
Laurel, MD 20707
Gateway Business Training Center
6751 Columbia Gateway Drive
Columbia MD, 21046
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Finance & Investment

 

Baby Boomer’s Guide to Legacy Planning
In this six-step legacy planning process course, you will discuss traditional estate planning as well as the process of ‘generational planning,’ which will allow you to convey your wisdom, insights and values to the next generation. The six parts of the course will include: incapacity planning,
organizing records, identifying beneficiaries, formalizing your estate plan, creating your legacy and monitoring and managing your plan. Instructor: Roger Desai.
Tuition: $54** (includes $40 in fees*)
Wed May 15 7PM-9PM Gateway Campus XE-502 6486 #5208
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Next Phase Retirement Income Planning Process

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.

Tuition: $69** (includes $40 in fees*)
Mon Apr 22-Apr 29 7PM-9AM Gateway Campus XE-314 6471 #4598
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Passport to Retirement

This unique and comprehensive course focuses on the issues and financial concepts that are important to those
approaching retirement or retirees. In straightforward language, this class is designed to help you gain a clear picture of the retirement you want, set realistic goals and objectives, calculate how much you will need to retire, invest for the future, overcome roadblocks that impede progress, help protect wealth and assets and more. The sooner you become educated about retirement planning, the more prepared you will be to make informed financial decisions and build the wealth you need. Course includes a 135-page illustrated workbook. Couples may attend for a single registration fee. Class size limited, so register today! Instructor: Chris Gordon.

Tuition: $59** (includes $52 in fees*)
Thu May 09-May 16 6PM-9PM Gateway Campus XE-344 6439 #4512
Tue May 14-May 21 6PM-9PM Gateway Campus XE-344 6597 #4513
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Rejuvenate Your Retirement: A Class For Retirees

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. You 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 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. 

Tuition: $59** (includes $52 in fees*)
Tue Feb 26-Mar 05 10AM-12PM Gateway Campus XE-144 6440 #4501
Wed Mar 06-Mar 13 1PM-3PM Gateway Campus XE-144 6441 #4502
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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 Feb 20 7PM-9PM Centennial High School XE-191 6463 #4506
Wed 7pm-9pm, May 15 Centennial High School
Wed May 15 7PM-9PM Centennial High School XE-191 6443 #4591
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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. Instructor: Roger Desai.
Tuition: $54** (includes $45 in fees*)
Sat Mar 16 10AM-12PM Hickory Ridge XE-604 6475 #4546
Sat May 04 10AM-12PM Hickory Ridge XE-604 6474 #4638
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Stock Options for Fun and Profit
What is one of Warren Buffet’s secrets of success? Stock options! They are often extremely misunderstood and frightening but, once understood, become very useful tools for investors. Options can be used to reduce an investor’s risk or to enhance returns in several different ways. This course will attempt to demystify options and provide investors with the tools they need to employ options in their own investment portfolios. Learn a new investment strategy for your financial toolbox! Instructor: Alan Meyers.
Tuition: $69** (includes $40 in fees*)
Tue Jan 15-Jan 29 7PM-9PM Gateway Campus XE-469 6488 #5209
Tue Apr 23-May 07 7PM-9PM Gateway Campus XE-469 6489 #5210
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