Financial Education

Registration now open for Fall 2014


Financial Strategies for a Successful Retirement

Instructor, Dan Gilipsky, AAMS
Learn how to make informed decisions about your future, set realistic goals, properly allocate assets, and minimize the impact of taxes and inflation, control health care costs and plan for the transfer of your estate. If you are over the age of 50, this course is a must! This four-week class includes a 235-page illustrated textbook and a comprehensive retirement plan at no additional cost. Dan has invited qualified speakers to cover topics such as Asset Allocation Strategies, Medicare and Long Term Care, and on the last night, an Estate Planning Attorney will present the section on wills, trusts, and probate.
Classes meet every Tuesday, Oct 14-28, 6:00pm-8:30pm, $134/couple
Save! Register by 9/30 for $119/couple!

College Funding: From Diapers to Diploma

Instructor, Chuck Winn
Are you confused by all the different options for college savings? Is a 529 savings plan better than an IRA? What about a Coverdell Education Savings Account? This class is guaranteed to help you manage the major financial decisions involved with sending a child to college. Let Chuck provide some insight and guidance for this major financial decision. 
Class meets on Thursday, Sept 11, 6:30-7:30pm, $29/person or $39/couple


Instructor, Chuck Winn
This class is great for the beginner investor. We will discuss basic investment concepts, terminology, bull and bear markets, mutual funds and asset allocations. You will leave with a basic overview of the difference between saving and investing and how investment options can create income sources.
Class meets on Thursday, Sept 25, 6:30-7:30pm, $29/person or $39/couple

Women’s Financial Independence & Security

Instructor, Chuck Winn
Never underestimate the power of women! Whether you are fresh out of college, settled in a career, or looking to build your nest egg, it is never too late to plan. This workshop will cover the importance of why women need to plan for retirement and offer financial strategies for every stage of a woman’s life.
Class meets Thursday, Oct 9, 6:30-7:30pm, $29/person or $39/couple

Employment Transition: Preparing for Change

Instructor, Chuck Winn
Is job security a thing of the past? Whether by choice or not, you can be prepared for employment transitions! This workshop will focus on the financial issues that can accompany job changes. We will address employee benefits and the pros and cons associated with continuing or replacing them.
Class meets Thursday, Oct 23, 6:30-7:30, $19/person or $39/couple

On the Plus Side: Manage Credit and Stay Out of Debt

Instructor, Chuck Winn 
Just in time for the holiday spending! We all know that credit is needed but how do we manage our credit? We will discuss the factors that impact getting and maintaining good credit and will also explore the importance of living within your means and some innovative ways to do so.
Class meets Thursday, Nov 6, 6:30-7:30pm, $29/person or $39/couple


Where Does All My Money Go? - Online Class!

Ever get frustrated that you never seem to get ahead? Are you and your family constantly arguing about money? Do you ever wonder where your money went last month? Do you have trouble saving money? Do you wish you had financial security? Want to work on paying down your debt but don't know where to find the money?

This course will teach you the very basics of how to get control of your finances rather than letting them control you. It is the help you need before learning about investing, debt elimination, retirement or college planning. There aren't many places that you can go to learn these principles, so take advantage of this opportunity to learn online. Average hours 24, 6 week course.

View more details or register for next session