Finances & Retirement Planning
To register please call 914-606-6830 and press option 1
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 Wed., June 22, 6:00-8:00 pm, KNC-2, $25 (+ $20 optional materials fee, payable to instructor). R Nathan. #5588
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 Wed., June 22, 8:00-10:00 pm, KNC-2, $40 (+ $20 optional materials fee, payable to instructor). R Nathan. #5589
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., July 16 & 23, 10:00 am-1:00 pm, Room TBD, $65. E Wachsman. #5515
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. 20, 10:00 am-1:00 pm, KNC-3, $35. E Wachsman. #5516
Planning for the Future
Keep Your Income Flowing During Retirement Years
Planning an effective retirement income strategy is more important than ever when facing increased taxes that may affect your pension, social security, IRA distributions, and Medicare benefits. 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.
CE-FIN 2054, 1 Mon., July 18, 7:00-9:00 pm, KNC-3, $25. J Silverman. #5628
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, long term planning often gets put aside. 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, financial strategies to fund the future, guardianship, letters of intent, and future housing and employment opportunities.
CE-FIN 2012VA, 1 Mon., July 11, 7:00-9:00 pm, KNC-3, $25. J Silverman. #5627
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 15, 7:00-9:00 pm, KNC-2, $25 (+ $5 materials fee, payable to instructor). R Howie. #5606
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 regarding nursing homes? Is long term care insurance really worth it? Help your parents navigate their later years and learn about various health care options and financing, medical advance directives, estate and asset protection, retirement planning, and end-of-life matters.
CE-FIN 2049, 1 Tues., July 12, 7:00-9:00 pm, KNC-4, $25 (+ $10 materials fee, payable to instructor). R Howie. #5607
Home Care and Senior Housing Options
There is a lot more out there than just nursing homes for seniors. Learn the pros and cons of various home care options (home healthcare, home care, aging in place), senior housing options (continuing care retirement communities, independent living, assisted living, nursing homes, memory care) and other special care (rehab centers, respite care, adult day care). We’ll discuss healthcare financing options and you’ll get tips for staying in your home longer.
CE-FIN 2050, 1 Wed., Apr. 20, 7:00-9:00 pm, KNC-3, $25 (+ $10 materials fee, payable to instructor). R Howie. #12757
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 Tues., Aug. 9, 7:00-9:00 pm, KNC-4, $25 (+ $5 materials fee, payable to instructor). R Howie. #5608
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 14, 6:30-8:30 pm, Room TBD, $20. J Brenkovich. #5409
The Affordable Care Act and Medicare
What effect does the Affordable Care Act (ACA) have on Medicare and on your 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 Tues., June 7, 7:00-9:00 pm, Room TBD, $25 (+ $5 materials fee, payable to instructor). R Howie. #5605
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 Wed., June 22, 6:00-8:00 pm, KNC-4, $25 (+ $20 optional materials fee, payable to instructor). B Nathan. #5590