Finances & Retirement Planning
To register please call 914-606-6830 and press option 1
Replacing Your Paycheck in Retirement
Are you thinking about retirement and wondering how you will live without your paycheck? You can do it! Learn strategies to replicate your paycheck and generate your own retirement income. We will discuss timing strategies for drawing from Social Security, IRA accounts, annuities, and after-tax assets. Also learn how to create income distributions based on market conditions in a tax efficient way.
CE-FIN 2072VA, 1 Thurs., Apr. 11, 6:00-8:00 pm, KNC-2, $25. W Bullard. #13274
Financing Options for Long-term Care
Most people will need some form of ongoing assistance, such as help with activities of daily living. Do not mistakenly believe that Medicare and supplemental insurance offer LTC protection. We will discuss family caregiving, Medicaid, long-term care insurance, hybrid lifelong-term care, annuity/LTC products, and VA benefits.
CE-FIN 2048, 1 Wed., Apr. 10, 7:00-9:00 pm, KNC-3, $25 (+ $5 materials fee, payable to instructor). R Howie. #13108
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., Apr. 17, 7:00-9:00 pm, KNC-2, $25 (+ $5 materials fee, payable to instructor). R Howie. #13109
Wall Street Secrets: Invest Wisely
It is time to take charge of your money! Explore investing with or without financial planners. Gain confidence to invest on your own or be prepared to interview financial planners.
CE-FIN 2006, 1 Tues., June 18, 8:00-10:00 pm, KNC-4, $25 (+ $10 optional materials fee, payable to instructor). R Nathan. #5040
Bonds Are NOT Boring!
It is more important than ever to understand how bond investments work. Is your “safe money” actually carrying a lot of risk? Learn the basics of bonds, the relationship between rising rates and falling prices, interest rate and credit risk, individual bonds vs. bond funds, and more!
CE-FIN 2073, 1 Thurs., June 27, 6:00-8:00 pm, KNC-3, $25. W Bullard. #5764
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, short sales, and foreclosures.
CE-FIN 2000, 1 Tues., June 18, 6:00-8:00 pm, KNC-4, $40 (+ $20 optional materials fee, payable to instructor). R Nathan. #5039
Cutting Costs in Difficult Times
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 Tues., June 18, 8:00-10:00 pm, KNC-3, $25 (+ $20 optional materials fee, payable to instructor). B Nathan. #5038
Simplifying Pharmacy and Prescription Drug Insurance
Have you ever been confused why your prescription is still not ready? Why the amount you pay at the pharmacy went up? Why the drug you have been taking for years is suddenly no longer covered by your insurance? Why you may be required to get some of your medications through mail order? How to choose the right Medicare Part D plan for your specific needs? This course explains these confusing situations in simple, clear terms.
CE-INS 2028VA, 1 Wed., Aug. 14, 6:30-8:30 pm, KNC-3, $25. A Levit. #5857
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. Receive the booklet Myths and Facts about Social Security and Social Security: What Should You Do at Age 62.
CE-FIN 2036, 1 Tues., June 18, 6:30-8:30 pm, GTW-219, $40. J Brenkovich. #5005
Medicare and Medicaid-The Basics
Most Americans will go on Medicare when they are 65 and many need Medicaid to pay for their long-term care. During this discussion, we will compare these two critical government programs. We will answer your questions including how to make the best choices, gap insurance and the donut hole and how ACA/Obamacare affects Medicare.
CE-FIN 2051, 1 Wed., July 17, 7:00-9:00 pm, KNC-3, $25 (+ $5 materials fee, payable to instructor). R Howie. #5517