Finances & Wealth Building


The mission of the CFEE is to offer a comprehensive platform for financial learning in Westchester County, by providing an array of financial education classes and workshops to the campus community and to the public at large. The CFEE seeks to promote economic advancement for our students, faculty, and residents of the community through programs that help to build important skills around money management, financial planning, credit and debt management, budgeting, investing, and other critical topics.

The goal of all our programs is to foster financial empowerment within the greater community by making personal finance education accessible to adults of all ages and giving participants the tools and information needed to better manage their financial lives.
The Center for Financial and Economic Education is generously funded by a grant from the JPMorgan Chase Foundation

NEW! Introduction to Individual Federal Income Taxation
Learn the basics of the individual federal tax reporting requirement. At the end of course, you’ll be able to complete IRS Form 1040 and understand reasons for the entries. Bring IRS Publication 17 and 1040 Instructions (free from IRS).
CE-FIN 2043, 10 Wed., Jan. 14-Mar. 18, 7:00-9:00 pm. Room TBD, $195 (+ $20 materials fee, payable to instructor). M Felidi. #13280

New! Federal Benefits for Same-Sex Couples
As of the 2013 Supreme Court ruling, legally married same-sex couples are now allowed to receive federal benefits and protections, including vital financial, property ownership, and health benefits. Learn how to obtain these benefits. Topics include Social Security, pensions, retirement plans, property ownership, and health insurance.
CE-FIN 2042, 1 Wed., Feb. 4, 6:30-8:30 pm, KNC-3, $25. J Brenkovich. #13279

Maximizing Your Social Security
Prepare for your retirement and learn how to get the most out of your social security benefits. Learn to manage longevity risk and strategies to maximize the amount of money you receive throughout retirement. Among the topics included are spousal benefits, the impact of divorce, death, delaying benefits, early retirement, and taxation. You’ll receive the guides Myths and Facts about Social Security and Social Security: What Should You Do at Age 62.
CE-FIN 2036, 1 Wed., Jan. 28, 6:30-8:30 pm, KNC-3, $20. J Brenkovich. #12752

Financial Freedom Empowerment: Financial Freedom Forecast
What can you do to forecast your financial future? Take control of your finances, become a smarter investor, educate yourself and increase your knowledge and skills in promoting financial fitness for you and your family. Gain confidence as you learn about budgeting, responsible saving, tracking your finances, saving for long term items, assets and liabilities, debt management, and investing in stocks and bonds.
CE-FIN 2025, 1 Sat., Jan. 17, 10:00 am-12:00 noon, KNC-2, $20. L Nicholas. #12876

Invest Wisely: Secrets from Wall Street
It’s time to take charge of your money! Learn how not to get ripped off when buying or leasing cars, buying insurance, investigating long-term care insurance, investing with or without financial planners and when investing in mutual funds on your own. Gain confidence to invest on your own or be able to interview financial planners to find someone to truly work for you.
CE-FIN 2006, 1 Mon., Mar. 16, 6:00-8:00 pm, KNC-5, $25 (+ $20 optional materials fee, payable to instructor). R Nathan. #12874

Finances for Women
Become a smarter investor and gain the confidence to take control of your finances. Hear timely investment ideas for your stock and bond portfolios, mutual funds, maturing CDs, IRA or 401(k), inherited accounts, cash and annuities. Learn to avoid some common investing mistakes. Learn terminology you need to know before investing. If you want to achieve peace of mind and financial security, this course is for you.
CE-FIN 2020, 2 Wed., Mar. 4 & 11, 7:00-9:00 pm, Room TBD, $40. E Fishman. #12765

Costs in Difficult Financial Times
Are you trying to cut costs because your retirement or savings plan has lost money? Are you concerned about losing your job? Learn how to save thousands of dollars by investing on your own with no-load mutual funds, the benefits of credit unions, buying used cars, saving when buying a new car, home or life insurance, and how to cut your school and county taxes. Hundreds of money saving websites will be shared.
CE-FIN 2002, 1 Mon., Mar. 16, 6:00-8:00 pm, KNC-2, $25 (+ $20 optional materials fee, payable to instructor). B Nathan. #12872

Get Great Real Estate Deals
Because of the economy, there are some excellent deals in real estate. Learn to buy or sell your home, foreclosure property, land, condo, or vacation home, and how to buy investment properties. Also discover the Invest negotiating, working with and without realtors, obtaining financing, buying for no money down, renting with options, screening buyers or renters, and short sales and foreclosures.
CE-FIN 2000, 1 Wed., Mar. 16, 8:00-10:00 pm, KNC-5, $40 (+ $20 optional materials fee, payable to instructor). R Nathan. #12875