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Investments, Retirement and Finance
 
 Learn how to save $$$ every day with extreme couponing.  Coupons are NOT just for groceries.  The savings can add up to HUNDREDS or even THOUSANDS of dollars every year.  This comprehensive workshop will teach you: *where to find all different types of coupons, even for high ticket items *how to find the best coupon apps and websites *how to match coupons with sales for maximum savings *the best way to sort and store coupons *how to find other people to trade coupons and merchandise with Feel free to bring your coupons to class for a trading session.  This workshop is taught by someone who has used many couponing secrets to save thousands.  All materials are included in class tuition

Start date: 10/02/17

End date: 10/02/17

Weekly - Mon 5:30 PM - 7:00 PM (10/2/2017-10/2/2017)

330018

Tuition: $49.00

Materials Cost: $0.00

Instructor : LeeAnne Krusemark 

1 session



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Due to recent and ongoing tax law changes, uncertain future for Social Security and shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In strightforward language, this offering explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. This comprehensive offering will cover the following eight modules over the course of 2 sessions: 1) Life Planning for Retirement, 2) Retirement Needs & Expenses, 3) Retirement Roadblocks & Mistakes, 4) Retirement Income Sources, 5) Retirement Plan Distributions, 6) Investments, 7) Risk Management & Asset Protection, and 8) Estate Planning. Students may bring their spouse to class at no additional charge. *Handbook is included in fee. 

Start date: 10/14/17

End date: 10/21/17

Weekly - Sat 9:00 AM - 12:00 PM (10/14/2017-10/21/2017)

300007

Tuition: $69.00

Materials Cost: $0.00

Instructor : Peter Han 

2 sessions.



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Social Security is possibly the most valuable yet most misunderstood and undervalued source of retirement income that people have. When advance planning is done properly and the right decisions are made at the right time, benefits can be increased as much as 25%. This informative workshop will provide you with much needed information to help you understand the system, properly coordinate spousal and survivor benefits, minimize taxes and maximize spendable retirement income. You will learn how claiming spousal benefit while earning delayed retirement credits,  and how to file and suspend, do-over, and/or start–stop–restart strategies can really increase your benefit. If you are retiring in the next 5 years this class is a must. One guest or spouse included in the cost of the course.

Start date: 10/26/17

End date: 10/26/17

Weekly - Thu 6:30 PM - 9:00 PM (10/26/2017-10/26/2017)

330046

Tuition: $29.00

Materials Cost: $0.00

Instructor : Canaan Penland 

1 session



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The objective of this course are to provide you with the tools, insight, and proven strategies that will allow you to build a retirement plan that you are confident will achieve the goals you set for your retirement. This course will teach you easy-to-understand strategies on how to save money on taxes, manage investment risks and create the income stream for the retirement that you want. By the end of this course, you should be able to: Understand the development of risk in the markets. Strategically allocate your assets in a conservative manner. Develop an income plan for your retirement. Know the difference between fixed principal and fixed income assets and how to use them. Develop your own financial profile and know what questions to ask a potential advisor. Determine your own personal risk tolerance. Develop your own retirement budget - See more at:http://www.adultfinancialed.org/course

Start date: 11/02/17

End date: 11/16/17

Weekly -Thu 6:30 PM - 9:00 PM (11/02/2017 - 11/16/2017)

330997

Tuition: $39.00

Materials Cost: $0.00

Instructor : Canaan Penland 

3 sessions



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The objective of this course are to provide you with the tools, insight, and proven strategies that will allow you to build a retirement plan that you are confident will achieve the goals you set for your retirement. This course will teach you easy-to-understand strategies on how to save money on taxes, manage investment risks and create the income stream for the retirement that you want. By the end of this course, you should be able to: Understand the development of risk in the markets. Strategically allocate your assets in a conservative manner. Develop an income plan for your retirement. Know the difference between fixed principal and fixed income assets and how to use them. Develop your own financial profile and know what questions to ask a potential advisor. Determine your own personal risk tolerance. Develop your own retirement budget - See more at:http://www.adultfinancialed.org/course  

Start date: 12/02/17

End date: 12/16/17

Weekly -Sat 9:30 AM - 12:00 PM (12/02/2017 - 12/16/2017)

330014

Tuition: $39.00

Materials Cost: $0.00

Instructor : Canaan Penland 

3 sessions



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