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A transformative personal finance class teaching you how your money works, the steps needed to achieve financial freedom, and how to organize your finances into an efficient game plan.   The 5-Step Guide The 5-Step Guide is focused on educational topics, tools, and strategies to better manage your money and make smarter financial decisions....

Learn the fundamental principles of comprehensive personal financial planning. Students will be able to diagram the personal financial planning process, construct statements of financial position and cash, understand the fundamentals of retirement planning and estate planning, and have the ability to identify potential tax saving opportunities....

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...

Full course title:  Financial Badassery 101: How to Finally Get Your Finances in Shape Money and investing shouldn’t be scary; this course is designed to help students learn about the psychology behind money decisions. Students will learn the basics about savings, debt consolidation, investing now(!), real world experiences with real estate...

Medicare doesn't provide coverage for all health needs. Because of that, the typical retiree with Medicare currently spends about $4600 a year on health care expenses, according to an AARP study. And what happens if you don’t enroll? Get in-depth information about all parts of Medicare -- Part A-for hospitalization coverage, Part B-for physicians'...

Need money? You can convert home equity to cash for a medical expenses, additional monthly income, a tax-free line of credit, or an advance on an inheritance. Dean will discuss the pros and cons of reverse mortgages, the myths surrounding them, things to consider, and how to obtain them if you choose. So if you’re a homeowner age 62 or over – or...

Designed for entrepreneurs, freelancers or anyone interested in investing using technology, this course is structured to help students first understand the big picture of investing (reasons to invest, ways to invest) and then determine their own personal investing philosophy and goals. We'll spend part of the class understanding the language of investing...

Find out what a living trust is and why almost every homeowner needs one. Learn about the advantages of having a living trust, how such a trust works, what decisions you need to make before creating a living trust, why Powers of Attorney are important, what assets to put into the trust and how to get them there, how to amend a living trust, and what...

For many, planning for retirement brings special challenges. Why? Because women tend to live longer, save less, and not be as engaged as men when it comes to retirement and financial planing. But women who take an active role in their finances can overcome the odds!  This class is designed to give you a jump start and invest with confidence or...

Did you know that your credit score can cost or save you thousands of dollars and influence your future employment opportunities?  Your workshop instructor will share debt management behaviors that impact your score and will decipher the information contained in a report. Learn how to remove errors,...

The Tax Cuts and Jobs Act (TCJA), passed in December 2017, made several significant changes to the individual income tax. What provisions in the new tax law could affect you and your family in retirement? In this two-session course, you'll learn important details about the retirement tax updates and how they can make an impact on your retirement. ...

A two-session, pure-finance-education workshop for adults ages 65-75 years old. Whether your objective is to become more active, give your life a new sense of purpose, or make more informed financial decisions, this workshop has something for everyone. Discover new ways to stay mentally, physically, and socially active, and learn about important...

The #1 fear of retirees is running out of money acccording to AARP. The average retiree misses out on thousands of dollars simply by not understanding how to optimize Social Security benefits. Don’t let this be you! Join this informative and easy-to-understand class that demystifies the social security system.  You’ll discuss the wide variety...