Finances & Wealth Building
New! Medicare and Medicaid Made Easy
Most Americans will go on Medicare when they are 65 and many need Medicaid to pay for their long term care. Among the topics included are: who and what is covered, when and how to apply, common misperceptions of both, skilled vs custodial care, and making sense of the “alphabet soup” – Parts A, B, C, D.
CE-FIN 2051, 1 Wed., June 10, 7:00-9:00 pm, KNC-3, $25. R Howie. #5913
New! ACA and Medicare: The Affordable Care Act (Obamacare) and Medicare
What effect does the Affordable Care Act (ACA) have on Medicare and on my Medicare coverage? What is the likely effect on doctors, hospitals, and drug companies? Will it become harder for me to find a participating doctor or hospital? What exactly is the Medicare “donut hole” and how does the ACA affect it?
CE-FIN 2047, 1 Wed., June 17, 7:00-9:00 pm, KNC-3, $25. R Howie. #5776
New! Financing Options for Long Term Care
Most people will need some form of ongoing assistance, such as assistance with activities of daily living such as bathing or dressing or supervision required by a cognitive condition. Don’t be one of those who mistakenly believe that Medicare and Medicare supplement insurance offer LTC protection. We’ll discuss family caregiving, Medicaid, long term care insurance, hybrid life/long term care and annuity/LTC products, personal savings, home equity, and VA benefits.
CE-FIN 2048, 1 Wed., June 24, 7:00-9:00 pm, KNC-3, $25. R Howie. #5777
New! Stock Market Trading Strategies
Learn how to use stop market, limit and stop loss orders to protect your profits. Option trading with puts and calls will be discussed, along with short sales and covered calls.
CE-FIN 2052, 1 Sat., July 25, 10:00 am-1:00 pm, Room TBD, $35. E. Wachsman. #xxxx
New! Retirement Planning Today®
Learn how to manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly. Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you’ll learn how to define long-term goals.
CE-FIN 2027, 2 Thurs., June 18 & 25, 6:30-9:30 pm, KNC-4, $65 (+ $39 for optional workbook, payable to instructor). A Kalender. #6349
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., June 3-Aug. 5, 7:00-9:00 pm. Room TBD, $195 (+ $20 materials fee, payable to instructor). M Felidi. #5736
Federal Benefits for Same-Sex Couples
Legally married same-sex couples are now allowed to receive federal benefits and protections, including vital financial, property ownership, and health benefits. Topics include Social Security, pensions, retirement plans, property ownership, and health insurance.
CE-FIN 2042, 1 Tues., June 23, 6:30-8:30 pm, KNC-3, $25. J Brenkovich. #5719
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 Tues., June 16, 6:30-8:30 pm, KNC-3, $20. J Brenkovich. #5044
Wall Street 101
An introduction and discussion of basic facts and information regarding mutual funds, stocks and bonds. Learn to analyze future financial information and better understand your financial planning needs.
CE-FIN 2022, 2 Sat., Aug. 15 & 22, 10:00 am-1:00 pm, Room TBD, $65. E Wachsman. #5754