Finances

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No. 204 Ready or Not? (Zoom Online) 

DATE: Tuesday, January 19th 

6:30-8:00 pm (1-night)

INSTRUCTOR: Eric Towell

R $15; NR; $18; GC $12

Life is full of surprises. A job loss, prolonged illness or unexpected loss of a family member can have a big impact on your family and your financial situation. Join us for Ready or Not? Preparing for the Unexpected to discover how to put yourself in a better position to keep your financial strategy from veering off course. In this class, you’ll learn: Risks you may not be aware of; Strategies or tools for addressing those risks; Life changes that may require you to review your strategy.  Though you can’t predict the unexpected, you can prepare for it. During this presentation we’ll show you how. Participants will receive an email with a Zoom link attached.  You will just click the link to access the class on Mondays beginning January 25th.  No prior Zoom experience is necessary.

 

No. 104 COUNTDOWN TO RETIREMENT: MAKING YOUR MONEY LAST (Zoom Online)

DATE: Mondays, January 25th

6:30-8:00 pm (4-weeks)

INSTRUCTOR: Eric Towell

R $28; NR; $30; GC $26

This workshop will help participants understand how to work their plan for retirement. We will examine how to budget for retirement expenses, potential sources of retirement income and possible risks such as long term care and health care costs. We will discuss the considerations/ tradeoffs when developing a withdrawal strategy‑ working longer, spending less and delaying social security. This course is perfect for those investors who are approaching retirement or who have just recently retired.  Participants will receive an email with a Zoom link attached.  You will just click the link to access the class on Mondays beginning January 25th.  No prior Zoom experience is necessary.

 

No. 206 HOW to SAVE and PAY for COLLEGE WITHOUT GOING BROKE (HS RM C304)

Tuesday, February 16th                       

7:00-9:00 pm (1-Night)

INSTRUCTOR: Gregory A. Phillips

R $15; NR $20; GC $10

This college funding workshop will benefit parents with children of any age.  Learn the six steps to maximize college funding, the four ways to pay for college, how college financial aid works, ten options to save for college with their pros and cons, four costliest mistakes parents make, and budget strategies to pay the least amount possible for college bills            

 

No. 406 HOW to SAVE and PAY for COLLEGE WITHOUT GOING BROKE (HS RM C304)

Thursday, March 18th            

7:00-9:00 pm (1-Night)

INSTRUCTOR: Gregory A. Phillips

R $15; NR $20; GC $10                        

This college funding workshop will benefit parents with children of any age.  Learn the six steps to maximize college funding, the four ways to pay for college, how college financial aid works, ten options to save for college with their pros and cons, four costliest mistakes parents make, and budget strategies to pay the least amount possible for college bills.