Finances & Retirement Planning

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Investments and Finance

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, and 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 20, 6:00-8:00 pm, KNC-3, $25 (+ $20 optional materials fee, payable to instructor). R Nathan. #5346

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, screening buyers or renters, and short sales and foreclosures.
CE-FIN 2000, 1 Tues., June 20, 8:00-10:00 pm, KNC-3, $40 (+ $20 optional materials fee, payable to instructor). R Nathan. #5347

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., June 17 & 24, 10:00 am-1:00 pm, GTW-219, $65. E Wachsman. #5432

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. 19, 10:00 am-1:00 pm, KNC-2, $35. E Wachsman. #5433

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 15, 10:00 am-1:00 pm, Room TBD, $35. E Wachsman. #5434


Planning for the Future

Keep Your Income Flowing During Retirement Years
Planning an effective retirement income strategy is more important than ever. Explore concepts that can help you to plan a retirement income strategy with the goal of maximizing income, minimizing taxes, and protecting your assets from the costs of long-term care, all while having your money last through your lifetime and the lifetime of your spouse. If you are retired or thinking about retirement, you will not want to miss this program!
CE-FIN 2054, 1 Wed., June 14, 7:00-9:00 pm, Room TBD, $25. J Silverman. #6138

Life Planning for Your Child with Special Needs
Planning for the future of a child with special needs can be an overwhelming process. After planning for schooling, medical care, and outside activities, often long term planning gets put aside. Learn the steps to develop a Life Plan to provide the best future possible. Areas to be covered include planning for different stages and ages, availability of government benefits including SSI and Medicaid, protecting your child’s future with Special Needs Trusts, funding the future, guardianship, letters of intent, and housing and employment opportunities.
CE-FAMLY 2012VA, 1 Wed., June 7, 7:00-9:00 pm, Room TBD, $25. J Silverman. #6137

Financing Options for Long-term Care
Most people will need some form of ongoing assistance, such as help with activities of daily living as required by a cognitive condition. Don’t be one of those who mistakenly believe that Medicare and Medicare supplemental insurance offer LTC protection. We’ll discuss family caregiving, Medicaid, long-term care insurance, hybrid lifelong term care and annuity/LTC products, personal savings, home equity, and VA benefits.
CE-FIN 2048, 1 Wed., June 7, 7:00-9:00 pm, KNC-2, $25 (+ $5 materials fee, payable to instructor). R Howie. #5400

Doing Right by Your Aging Parents
Are your mom’s affairs in order? Will dad outlive his assets? Do they have a will, trust and/or power of attorney in place? How does Medicare/Medicaid work for nursing homes? Is long-term care insurance really worth it? Help your parents navigate their later years and learn about various healthcare options and financing, medical advance directives, estate and asset protection, retirement planning, and end-of-life matters.
CE-FIN 2049, 1 Wed., June 21, 7:00-9:00 pm, KNC-2, $25 (+ $10 materials fee, payable to instructor). R Howie. #5402

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. We’ll compare these two critical government programs: 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. We’ll answer your questions including: “Do I need gap insurance?” and “What is the donut hole?” Gain the confidence to navigate these complicated benefits programs.
CE-FIN 2051, 1 Wed., June 14, 7:00-9:00 pm, KNC-2, $25 (+ $5 materials fee, payable to instructor). R Howie. #5401

Maximizing Your Social Security
With historic changes in Social Security signed into law last fall, 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 13, 6:30-9:30 pm, KNC-4, $40. J Brenkovich. #5342


Consumer Finances

NEW! Secrets to Having a Good Credit Score
Learn about credit reports, credit scores, and credit cards. Having good credit is an important part of building wealth and ensuring a healthy financial future for oneself. Learn how your actions and decisions can hurt or help your credit.
CE-FIN 2055, 3 Tues., July 11-25, 6:00-8:00 pm, Room TBD, $60 (+ $5 materials fee, payable to instructor). M Gershfeld. #5343

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 20, 6:00-8:00 pm, KNC-2, $25 (+ $20 optional materials fee, payable to instructor). B Nathan. #5344