Finance & Investment

Sooner or later, you or a family member may need to administer an estate in Maryland. Smart planning and preparation can save you and your family time, money, and stress during one of the most difficult times in life. Join Byron E. Macfarlane, Register of Wills, to learn about the probate process in Maryland. He will present valuable information about types of estates, the role of the personal representative, the importance of having a will, how to register a will, required documents for opening and closing an estate, probate fees, and inheritance and estate taxes in Maryland. There will be time for questions and answers about estates at the end of the class.

This course will be offered online via Zoom. Course information, including a meeting link and login information, will be emailed to registrants within one week of the course start date.

Put your money to work! Develop an integrated, balanced financial plan that includes tax reduction methods, income protection, and retirement planning. Study insurance, real estate, fixed-income investments, stock market, mutual funds, education needs, and principles of taxation and planning. As part of this course, you will receive a 164-page workbook packed with exercises, checklists, and self-analysis quizzes. Instructor: Roger Desai.

Start with the basics: what, how, and why should you invest? This course will explain how investing works with stocks, bonds, mutual funds, 401(k)s, and annuities. De-mystify the process and learn how to assess risk and make wise financial choices for your investments with experienced financial professional, Alan Myers. Walk away from the course with tools and resources to start your investment journey with confidence!

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. Instructor: Chris Gordon.

This course will be offered online via Zoom. Course information, including a meeting link and login information, will be emailed to registrants within one week of the course start date.

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 healthcare 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.

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.