Finances & Retirement Planning
To register please call 914-606-6830 and press option 1
Investments and Finance
NEW! Dodd-Frank: Could Its Repeal Affect You?
New legislation will update what’s known as the fiduciary rule. We can help investors understand how current retirement savings can be affected. Individuals who participate in an employer-sponsored retirement plan and/or have IRA’s will potentially be impacted by the new rules. Come learn what this means for you.
CE-FIN 2059, 1 Fri., Oct. 18, 6:30-8:30 pm, Room TBD, $25. R Jack. #83417
It’s time to take charge of your money! Explore investing with or without financial planners. Gain confidence to invest on your own or be able to interview financial planners.
CE-FIN 2006, 1 Wed., Oct. 18, 6:00-8:00 pm, KNC-4, $25 (+ $20 optional materials fee, payable to instructor). R Nathan. #80152
NEW! A Guide to Real Estate Investing
Designed to assist the average homeowner (or potential homeowner) in navigating the real estate investment process. Get a better understanding of financing options available, property types that work for you, where to begin, and how to get to the finish line of a real estate investment transaction.
CE-FIN 2061, 1 Sat., Oct. 21, 9:00 am-12:00 noon, Room TBD, $40. I Amato. #83367
Get Great Real Estate Deals
Learn to buy or sell your home, foreclosure property, land, condo, or vacation home, and how to buy investment properties. Also discover working with and without realtors, obtaining financing, buying for no money down, renting with options, and short sales and foreclosures.
CE-FIN 2000, 1 Wed., Oct. 18, 8:00-10:00 pm, KNC-4, $40 (+ $20 optional materials fee, payable to instructor). R Nathan. #80153
Planning for the Future
Financing Options for Long-term Care
Most people will need some form of ongoing assistance, such as help with activities of daily living. Don’t mistakenly believe that Medicare and supplemental insurance offer LTC protection. We’ll discuss family caregiving, Medicaid, long-term care insurance, hybrid lifelong-term care and annuity/LTC products, and VA benefits.
CE-FIN 2048, 1 Tues., Oct. 10, 7:00-9:00 pm, Room TBD, $25 (+ $5 materials fee, payable to instructor). R Howie. #80259
Doing Right by Your Aging Parents
Do your parents have a will, trust, and/or power of attorney in place? How do Medicare/Medicaid work regarding nursing homes? Is long-term care insurance really worth it? Help your parents navigate their later years and learn about healthcare options and financing, medical advance directives, estate and asset protection, retirement planning, and end-of-life matters.
CE-FIN 2049, 1 Tues., Oct. 24, 7:00-9:00 pm, KNC-2, $25 (+ $10 materials fee, payable to instructor). R Howie. #80260
Medicare and Medicaid Made Easy
Most Americans will go on Medicare at 65 and many need Medicaid to pay for their long-term care. We’ll compare these two critical government programs: who and what is covered, when and how to apply, common misperceptions, skilled vs custodial care, and making sense of the “alphabet soup” – Parts A, B, C, D. Learn to navigate these complicated benefits programs.
CE-FIN 2051, 1 Tues., Nov. 7, 7:00-9:00 pm, KNC-2, $25 (+ $5 materials fee, payable to instructor). R Howie. #80261
Keep Your Income Flowing During Retirement Years
Planning an effective retirement income strategy is necessary when facing increased taxes that may affect your pension, social security, IRA distributions, and Medicare benefits. Plan strategy with the goals of maximizing income, minimizing taxes, and protecting your assets. If you are retired or thinking about retirement, you will not want to miss this program!
CE-FIN 2054, 1 Thurs., Nov. 9, 7:00-9:00 pm, KNC-4, $25. J Silverman. #83094
Life Planning for Your Child with Special Needs
Planning for the future of a child with special needs can be an overwhelming process; a Life Plan can provide the best future possible. Includes planning for different stages and ages, availability of government benefits, protecting your child’s future with trusts and financial strategies, guardianship, letters of intent, and future housing and employment opportunities.
CE-FAMLY 2012VA, 1 Thurs., Nov. 16, 7:00-9:00 pm, KNC-4, $25. J Silverman. #83098
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 to maximize the amount of money you receive throughout retirement. Among the topics included are spousal benefits and the impact of divorce, death, delaying benefits, early retirement, and taxation. You’ll receive Myths and Facts about Social Security and Social Security: What Should You Do at Age 62.
CE-FIN 2036, 1 Wed., Sept. 27, 6:30-9:30 pm, KNC-2, $40. J Brenkovich. #80080
NEW! How to Select a Financial Advisor
If you’re like most people, you’re cautious about who to trust, and may be unsure how to go about finding and selecting the right advisor. For those at all life stages and financial situations, with specific examples for different circumstances. Learn how to select an advisor who’s right for you.
CE-FIN 2058, 1 Tues., Oct. 3, 6:30-8:30 pm, KNC-3, $25. R Jack. #83331
NEW! Home Ownership Made Easy
Designed for those thinking of purchasing a home, either for the first time or repeat buyers. Gain a better understanding of the mortgage finance process and explore topics such as home ownership, qualifying for financing, down payments, cash necessary for closing, and much more.
CE-FIN 2060, 1 Sat., Sept. 30, 9:00 am-3:00 pm (1-hour lunch break), KNC-5, $60. I Amato. #83326
NEW! Real Estate Financial Checkup
Real estate investing is much more than a tax write-off! Are you looking to remodel, seeking college tuition options, planning a wedding, thinking debt consolidation, or simply planning for retirement? Discover how your equity and property can work for you. Designed to demonstrate the full value of your current real estate investment and the benefits property investing has to offer.
CE-FIN 2062, 1 Tues., Oct. 17, 6:00-9:00 pm, Room TBD, $40. I Amato. #83789
NEW! Understanding Health Care, Insurance, and Advanced Care Planning
An introduction to navigating the hospital setting. Gain a basic understanding of how a hospital works from a patient perspective, who can help you during your hospital stay, and when post-care services are needed. Explore the basics of insurance, as well as how and when to have a conversation about advanced care planning.
CE-FIN 2063VA, 1 Sat., Nov. 4, 9:00 am-12:00 noon, Room TBD, $35. E Shanks-Muhammad. #83379
NEW! Secrets to Having a Good Credit Score
Learn with a fun, easy and interactive curriculum about credit reports, scores, and cards. Having good credit is an important part of building wealth and ensuring a healthy financial future. You cannot really opt out of the credit system. Learn how your actions and decisions can hurt or help your credit.
CE-FIN 2055, 3 Wed., Oct. 11-25, 6:00-8:00 pm, Room TBD, $60 (+ $5 materials fee, payable to instructor). M Gershfeld. #80092
Cutting Costs in Difficult Times
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 Wed., Oct. 18, 6:00-8:00 pm, KNC-5, $25 (+ $20 optional materials fee, payable to instructor). B Nathan. #80154