Personal Finance, Investing & Planning
Common Sense Investing
Plan for Your Future—How Does This Stuff Work?
Investing in Turbulent Times
Long-term Care
Common Sense Investing (CE 0422)
One class, Tuesday, March 18, 7–9 p.m., 0.2 CEU, Cost: $20
Instructor: Amy Blair Lawson
Registration Deadline: Tuesday, March 11
Audience: People who want to take charge of their financial futures
Learn a common sense approach that demystifies investing and enables even the novice investor to make better financial decisions.
Plan for Your Future—How Does This Stuff Work? (CE 0446)
Three classes, Tuesdays, February 5, 12, 19, 6:30–8:15 p.m., 0.53 CEU, Cost: $53
Instructor: Kimberlee D. Sipe
Registration Deadline: Tuesday, January 29
Audience: Adults, small business owners and entrepreneurs
Using an investment planning approach, this course is designed to educate participants about the available options and strategies for their personal and business investments. The course will present a basic understanding of debt; investment approaches for individual investors, small business and entrepreneurs; various retirement plans; explain insurances and annuities; the importance of asset allocation and portfolio diversification; and how mortgage strategies can affect your future goals. Explore how inflation affects your portfolio, the importance of having a basic understanding of how the stock market works and other common factors that affect your future in retirement. No specific company products will be discussed in this educational class.
Investing in Turbulent Times (CE 0426)
One class, Tuesday, March 18, 7–9 p.m., 0.2 CEU, Cost: $20
Instructor: Bryan Smith
Registration Deadline: Tuesday, March 11
Audience: Adults
Discover financial strategies to help you thrive in turbulent times. Discussion includes post-9/11 stock market, investment strategies with risk tolerance and time frame objectives and appropriate investment vehicles. Complete a self-analysis quiz to identify individual investment tolerance.
Long-Term Care (CE 0417)
One class, Tuesday, February 19, 7–9 p.m., 0.2 CEU, Cost: $20
Instructor: Bryan Smith
Registration Deadline: Tuesday, February 12
Audience: Adults
Learn how to maintain your financial independence and protect your assets against the high cost of long-term healthcare expenses. Straight talk on long-term care insurance including the cost of nursing home and home healthcare, the truth about Medicare and Medicaid, when to consider private insurance plus features and coverages available.
