Finances

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No. 404 HOW to SAVE and PAY for COLLEGE WITHOUT GOING BROKE (HS RM C304)

Thursday, March 26th                

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. 206 PREPARING YOUR ESTATE PLAN (HS RM C302)

DATE: Tuesdays, April 21st 

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

INSTRUCTOR: Eric Towell

R $12; NR; $15; GC $10

This workshop will teach participants the basics of estate planning.  You will learn ways to make things easier on heirs and future generations by understanding what planning should be done now.  Topics include account registration, beneficiary designation, wills, trusts, tax information, life insurance, and "Transfer on Death" agreements.  A Financial Advisor and Estate Planning Attorney will provide instruction and be available to answer questions after the sessions as well.

 

No. 112 COUNTDOWN TO RETIREMENT (FROM SOCIAL SECURITY TO MEDICARE) (HS RM C302)

Mondays, May 4th 

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

INSTRUCTOR: Eric Towell

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

No class: 5/25

This workshop will help participants understand how to work their plan for retirement.  We will discuss the considerations/tradeoffs when developing a withdrawal strategy‑ working longer, spending less and delaying social security.  We will review ways to maximize Social Security benefit amounts for the individual and spouse based on age, life expectancy, employment and need.  This course is perfect for those investors who are approaching retirement or who have just recently retired.