Finances & Retirement Planning
To register please call 914-606-6830 and press option 1
Summer 2020
Wall Street 101
An introduction and discussion of basic facts and information regarding mutual funds, stocks and bonds.
CE-FIN 2022, 2 Sat., July 11 & 18, 10:00 am-1:00 pm, $75. E Wachsman. #5534
Wall Street 102: Advanced Trading Strategies
Learn about advanced investment products and how to use them in today’s changing economic environment.
CE-FIN 2029, 1 Sat., Aug. 8, 10:00 am-1:00 pm, $40. E Wachsman. #5535
Fall 2020
PERSONAL FINANCE
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., Nov. 3, 6:00-8:00 pm, $25 (+ $20 optional materials fee, payable to instructor). B Nathan. #90301
INVESTMENTS AND FINANCE
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 able to interview financial planners.
CE-FIN 2006, 1 Tues., Nov. 3, 6:00-8:00 pm, $25 (+ $20 optional materials fee, payable to instructor). R Nathan. #90303
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., Nov. 3, 8:00-10:00 pm, $35 (+ $20 optional materials fee, payable to instructor). R Nathan. #90304
PLANNING FOR THE FUTURE
Retirement and Estate Planning
Gain an understanding of the new estate and income tax laws. What are the benefits of a revocable trust and are trusts better than wills? Learn ways to protect assets and postpone tax filing. Our discussion will focus on estate planning and the responsibilities of the executor.
CE-FIN 2078, 3 Tues., Oct. 6-20, 7:00-9:00 pm, $75. K Stuart. #90583
Maximizing Your Social Security
With historic changes in Social Security signed into law, 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 Myths and Facts about Social Security and Social Security: What Should You Do at Age 62.
CE-FIN 2036, 1 Tues., Nov.17, 6:30-8:30 pm, $40. J Brenkovich. #89994