Community and Professional Education
 
 
 
 
 
 
 
 
 
 
Fall 2015 Offerings

BUSINESS/FINANCIAL PLANNING

NEW!
Pre-Retirement Planning for the Baby-Boomers

This educational seminar is geared to answering important pre-retirement questions for the baby-boomer generation and also to make sure they are asking the right questions. This course will discuss the primary shift in investment strategy from accumulation to preservation and distribution. Additional topics include asset protection and control, required minimum distributions, health care, and tax management of distributions and estate. Most are mentally prepared for retirement, but are you financially ready as well?
50549
$10
1 Session, DCC 137
Wed., 10/7, 6:30 - 8 p.m.
Frank Guiffre of Halliday Financial Group, Instructor

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Your Passport to Retirement: The Complete Financial Management Workshop
Thinking about retirement or creating an investment plan? Do you need to do some estate planning? This course is dedicated to informing you of the potential benefits of effective financial management and to show you techniques that will assist you in meeting your goals. Topics include: the seven roadblocks to financial success; the six keys to financial success; risk management; cash management - create liquidity, pay down debt, increase savings; investment planning - what the pros do, strategies for successful investing, stocks, bonds, annuities, mutual funds; tax management and tax planning; retirement planning - calculating the cost of retirement, sources of retirement income, IRA(s), 401-K's, 403-b(s), 457 plans; estate planning - probate, estate taxes, intestacy, wills, trusts. The course concludes with how to prepare your own plan. Call Steve Miner at 272-6747 for more details. Course fee includes $26 materials fee for the workbook.

*Your spouse, partner or significant other is encouraged to attend at no charge, but will need to register for the course as well. Please note that you will only receive one workbook per couple.
50202
$65
*50321- Please use this course number to register a partner.
3 Sessions, DCC 137
Wed., 10/14 - 10/28, 6:30 - 9 p.m.
Stephen F. Miner, CLU, ChFC, Instructor

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NEW!
Shopping for Health Insurance

With the changes brought by the Affordable Care Act, more people than ever are required to find their own health insurance coverage for themselves and their families. Importantly, health insurance plan costs and coverage can and do change from year to year, so even if you are satisfied with your current plan, you should re-evaluate your options each year to make sure the plan is the best choice for you and your family. Your options in the health insurance marketplace have increased, and while plans may look similar on the surface, the plan you choose may not provide the coverage you expect, and the costs may be different than you anticipate. Just like selecting a cable provider or buying a new television, consumers need to be armed with specifics to make an informed decision when selecting a health insurance plan. This course will give you the tools to help sort through the options, including how to evaluate premiums, deductibles, networks, co-pays, coverage limitations, service territories and drug formularies, just to name a few.
50592
$15
1 Session, DCC B06
Thurs., 10/8, 6 - 8:30 p.m.
Robert Carrothers, Instructor

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Maximizing Your Social Security Benefit
A few key decisions can make a big difference in the amount of your social security benefit. Attend this hands-on workshop and learn strategies to get the most money from Social Security. Learn how to plan for taxes, health care and other costs during retirement, as well as how to wisely grow and protect your retirement income. This session will cover key Social Security benefit choices, such as individual and spousal options, and help you understand simple steps to maximize your benefit. Join us before you make financial decisions that may not be able to be reversed. Course fee includes $5 materials fee.
50244
$20
1 Session, WIL 112
Mon., 10/5, 6:15 - 8 p.m.
Frank Finch, Principal of Life Stages Financial Group, adviser with Holliday Financial, Instructor

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Financial Fitness: A 10-Point Check-Up
Physical fitness is booming across America. As we strive to pay for active, bright futures in an increasingly expensive and competitive world, sound financial health and decision-making will be required. This course is designed for those of any age who seek to fund and protect active lifestyles. Instructor Frank Finch will guide participants through practical hands-on worksheets and materials – all designed to help improve financial fitness in ways that matter most to you. Course fee includes $5 materials fee.
50548
$20
1 Session, ADM 101
Sat., 11/14, 9 - 10:45 a.m.
Frank Finch, Principal of Life Stages Financial Group, adviser with Holliday Financial, Instructor

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NEW!
Your Decisions or Theirs? Long Term Care Planning and Senior Living Choices

You've worked hard, and along the way have accumulated money and assets. How important it is for you to remain free to choose where you live, what you eat, and with whom you're surrounded? How important is it to keep your stuff and your money, and to choose where it all goes upon your death? This new class will explore senior living choices and long term care planning to fit your mindset, your values and your budget. Instructor Frank Finch developed this course to empower people to maintain their independence, as well as their money and dignity throughout their lives. Rich Curry, senior care consultant for CarePatrol and advocate for better senior living choices, will co-teach. Course fee includes $5 materials fee.
50243
$20
1 Session, WIL 112
Mon., 11/23, 6:15 - 8 p.m.
Frank Finch, Principal of Life Stages Financial Group, adviser with Holliday Financial, Instructor

Registration Information

Charting X's & O's to Better Understand the Stock Market
Point and Figure charting, X's & O's, will provide you with a simple, easy solution to understanding the markets. This technical analysis process works in markets that move up or down, cutting through the Wall Street noise.

  • Learn a simple process to help determine market trends
  • Learn whether to consider owning a stock based on certain patterns
  • Learn what sectors and asset classes may be overweight or underweight
  • Learn how to compare types of investments using relative strength

Discover how applying these simple principles to the stock market can help you understand when adjustments to your own portfolio need to be made.
50397
$15
1 Session, DCC 136
Thurs., 10/1, 6:30 - 8:30 p.m.

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50597
$15
1 Session, DCC 136
Sat., 10/31, 9 - 11 a.m.
John Gattulli, Instructor

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