Finances & Retirement Planning
To register please call 914-606-6830 and press option 1
Investments and Finance
Your Investments: Are They Getting the Attention They Deserve?
In this day and age, the push is to put your investment money into mutual funds, ETF’s and annuities. This course will help inform you about the pro’s and con’s of each and why individual stocks may be a better fit for your portfolio.
CE-FIN 2069, 1 Tues., June 12, 7:00-9:00 pm, Room TBD, $25. R Jack. #6276
Investment Research: Evaluating Stocks, Bonds and Mutual Funds
This workshop will focus on real world methods used in daily portfolio management. Fundamental and technical research will be discussed as well as aspects such as risk vs. reward, allocation and socio-economic attributes.
CE-FIN 2068, 1 Tues., June 26, 7:00-9:00 pm, KNC-2, $25. R Jack. #6083
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 Tues., June 12, 8:00-10:00 pm, KNC-4, $25 (+ $20 optional materials fee, payable to instructor). R Nathan. #5379
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 Tues., June 12, 6:00-8:00 pm, KNC-4, $40 (+ $20 optional materials fee, payable to instructor). R Nathan. #5378
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., Aug. 4, 10:00 am-1:00 pm, Room TBD, $35. E Wachsman. #5497
Wall Street 102: Advanced Trading Strategies
Learn about advanced investment products and how to use them in today’s changing economic environment including option trading, puts and calls, straddles, conditional orders, short selling, exchange traded funds (EFT’S), margin accounts and other related strategies.
CE-FIN 2029, 1 Sat., July 14, 10:00 am-1:00 pm, Room TBD, $35. E Wachsman. #5498
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 Wed., June 6, 7:00-9:00 pm, KNC-2, $25 (+ $5 materials fee, payable to instructor). R Howie. #5862
Medicare and Medicaid-The Basics
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 Wed., June 13, 7:00-9:00 pm, KNC-4, $25 (+ $5 materials fee, payable to instructor). R Howie. #5863
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 Myths and Facts about Social Security and Social Security: What Should You Do at Age 62.
CE-FIN 2036, 1 Tues., June 12, 6:30-9:30 pm, KNC-3, $40. J Brenkovich. #5026
Consumer Finances 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., June 9, 12:00 noon-3:00 pm, KNC-2, $35. E Shanks-Muhammad. #5377
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., June 19, 7:00-9:00 pm, KNC-3, $25. R Jack. #5861
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 Tues., June 12, 6:00-8:00 pm, KNC-2, $25 (+ $20 optional materials fee, payable to instructor). B Nathan. #5380