Financial
Planning for Retirees:
-
Finally, a simple yet informative class that
focuses on the pressing needs of today’s
retirees. This class takes a unique,
comprehensive look at issues facing individuals
at or near retirement. It addresses essential
areas such as financial products – equities and
bonds, proper allocation and investment risk,
life insurance, mutual funds and annuities –,
estate planning, tax issues, and long term care
planning. Handouts and helpful literature will
be provided and couples are welcome.
|
1/12/10 - 2/9/10 |
Tuesday |
4 pm - 6 pm |
$10 |
Financial Decision Making for Women:
-
A class specifically designed for women who are
at or near retirement with topics aimed at
simplifying the complex financial world. Topics
will include understanding investment jargon,
understanding investment products, proper asset
allocation, understanding investment risk,
estate planning, and estate tax issues. This
down-to-earth class should empower women to
address these areas. Handouts and helpful
literature will be provided.
|
6/9/10 - 7/7/10 |
Wednesday |
4 pm - 6 pm |
$10 |
Mutual
Fund Investing:
-
Nearly everyone has some, if not all, of
their investments in mutual funds. Whether it be
in your 401(k), 403(b), IRA, or taxable account,
the world of mutual funds is immense...but how
should you approach them in retirement? This
class is designed to help retirees understand
how mutual funds can address their needs in
retirement. Covering both bond and stock funds,
topics will include understanding your mutual
funds are right for you. Handouts and helpful
illustrations will be provided. Couples are
welcome.
| 11/5/09 -
11/19/09 |
Thursday |
4 pm - 6 pm |
$10 |
|
3/2/10 - 3/16/10 |
Tuesday |
4 pm - 6 pm |
$10 |
Annuities – Myths and Misconceptions:
-
Did you know that pensions and Social Security
are annuities? There are many different kinds
of annuities out there affecting nearly everyone
and this class is designed to demystify this
complex and cloudy world. Covering index,
fixed, and variable annuities, topics will
include understanding your annuity, the pros and
cons of annuity investing, annuity strategies,
and how the decide what annuity is right for
you. Handouts and helpful literature will be
provided and couples are welcome.
|
4/13/10 - 4/27/10 |
Tuesday |
4 pm - 6 pm |
$10 |
|
