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• Finance and Investments, general
• Real Estate
• Retirement Planning

Finance and Investments, general

Paying for Long-term Care: Alternative Funding Options

What is long term care (LTC) and how do you pay for it? If you have ever experienced a friend or family member who has needed long term care, you understand the costs associated with providing this assistance. The question is how to pay for it without having to purchase LTC insurance. Learn about alternative financial programs that can be used to pay for LTC instead of buying a specific insurance policy.
FINC-746 | 1 session | $29 AGE 60+ | $29 REG
F01 W 7-9 p.m. | Andrew Hall
Sept. 9 | Online

Innovative Alternatives for Long-term Care

Extended care, also called long-term care, is something we all hope we will never need. However, the expense, both emotionally and financially, can bankrupt a family. Traditional long-term care solutions are expensive and not tax efficient. Learn alternatives for extended care that can be structured to offer you flexibility through unlimited care benefits for you and your spouse.
FINC-746 | 1 session | $39 AGE 60+ | $39 REG
F02 W 6:30-8:30 p.m. | Jason Ingram
Oct. 7 | Online

Adaptive Investment: Managing Through an Extended Bear Market

The wealthy seem to always come out ahead. How can the average person, who has done everything right in accumulating assets for retirement, utilize many of those same strategies the super-rich use? Join us as we explore strategies and lay the groundwork by replacing the bond position in your portfolio and managing risk for a more confident future.
FINC-765 | 1 session | $39 AGE 60+ | $39 REG
F09 Tu 6:30-8:30 p.m. | Jason Ingram
Sept. 29 | Online

Defusing Your IRA Time Bomb: The Tax Train is Coming!

Learn about proactive measures to take now to help mitigate the possibility of increasing taxes to pay for ever-increasing national debt. In this class, we will watch "The Power of Zero–The Tax Train is Coming." This documentary is the first to explore the impact of our nation’s looming debt crisis, covering how it could threaten to disrupt your traditional retirement and the possibility of a sovereign debt crisis.
FINC-765 | 2 sessions | $39 AGE 60+ | $39 REG
F06 Th 6:30-8:30 p.m. | Jason Ingram
Oct. 8-15 | Online

Taxes, Taxes, Taxes: Mitigating Taxes in Retirement

A clear strategy to address the possibility of income and capital gains tax increases should be an essential part of a successful retirement strategy. Taxes do not necessarily go down in the retirement years, and the possibility of increases without a well thought out and implemented plan can change retirement goals and the face of retirement dramatically. In this class, we will explore steps to take now to mitigate the impact of possible tax increases.
FINC-736 | 2 sessions | $39 AGE 60+ | $39 REG
F09 W 6:30-8:30 p.m. | Jason Ingram
Oct. 21-28 | Online

Where Does All of My Money Go? Gain Control of Your Finances

Are you one of 52% of Americans who don’t have a budget? You don’t have to be a CPA to manage your finances and build wealth within the resources that you have. Learn about budgeting, building emergency savings, paying down debt, saving for retirement and a crash course in building wealth through investments. Many of the financial questions you were afraid to ask will be answered in this course that will help you take control of your finances and help build a better future for you and your family.
FINC-735 | 1 session | $25 AGE 60+ | $35 REG
F01 Sa 9 a.m.-1 p.m. | Tiffany Smith
Oct. 17 | Online

Tax and Estate Planning

Uncover long-term, multi-generational tax strategies aimed at saving significant dollars through retirement and beyond. New tax law changes of 2018 have significantly impacted the tax strategies many pre-retirees can utilize to maximize their income, pay less taxes over the course of their lives, and pass their estate on as efficiently as possible. Come examine those changes, and take a dive into qualified versus non-qualified monies, insurance, wills and trusts, and advanced tax strategies to maximize your long term plan.
FINC-710 | 1 session | $35 AGE 60+ | $35 REG
F01 Th 6-8 p.m. | Andrew Hall
Oct. 22 | Online

Understanding Wall Street

Understanding how stocks, bonds, mutual funds and the various financial vehicles of Wall Street function is essential to a solid financial backbone. Learn what these vehicles are, how they work, and separate fact from fiction when it comes to fueling your retirement fire. Discussion includes how taxes and fees woven into these vehicles can affect your bottom line. Gain an overview of differences between stocks, bonds and mutual funds; tax considerations (the ultimate loophole); fees; common financial myths; how to overcome obstacles in order to create wealth; and ways exit strategies can affect your legacy.
FINC-765 | 1 session | $29 AGE 60+ | $29 REG
F01 Th 6-8 p.m. | Andrew Hall
Nov. 5 | Online
F02 Th 6-8 p.m. | Andrew Hall
Nov. 12 | Online

Real Estate

Buying a Home? Top Home Buying Mistakes to Avoid

“If only we had known...” is the sad tale of too many home buyers. Purchasing a home is the largest investment you’ll ever make. Discover home buying mistakes to avoid and the inside scoop to avoid surprises at closing. Learn what you should know before you purchase, what to expect throughout the process, strategies to obtain the best value, the importance of understanding contracts you sign, getting the right inspections before closing the deal and how to safeguard yourself in any market.
REAL-701 | 1 session | $18 AGE 60+ | $25 REG
F01 Th 7-9 p.m. | Jill McCoy
Sept. 17 | Online

Home Selling: Your Guide to a Successful Sale

If you’ve never sold a home before—or even if you have, but it’s been a while—it’s important to know your marketing options. Learn what to expect from the home selling process, ways to add impact and value to your home for top-dollar offers, how to use knowledge of competition in your area to determine a realistic selling price, the pros and cons of “for sale by owner” and how to find the right agent to sell your house. In one evening, learn insider tips that can get you the best deal for your home!
REAL-702 | 1 session | $18 AGE 60+ | $25 REG
F01 Th 7-9 p.m. | Jill McCoy
Oct. 1 | Online

Real Estate Investing for Income

True financial wealth is about having the unearned income to finance your life goals without having to work. Based on July 2018 data from the National Council of Real Estate Investment Fiduciaries (NCREIF), private market commercial real estate returned an average of 9.85% over the past five years. The key is to understand what you are buying by having solid knowledge and a good plan. Find out how to plan your investment strategies in order to find true financial wealth!
REAL-712 | 1 session | $28 AGE 60+ | $35 REG
F01 Th 7-9 p.m. | Jill McCoy
Oct. 15 | Online

The Upside of Downsizing

We accumulate a lot of things over the years, but eventually the extra stuff needs to go! Whether it’s choosing a simpler lifestyle, empty-nesting or entering independent living, downsizing can seem overwhelming in the beginning. Which comes first, getting rid of clutter or getting organized? Listing the house or finding your new home? From paring down the excess to moving to a smaller space, let us help you explore the upside of downsizing!
REAL-765 | 1 session | $18 AGE 60+ | $25 REG
F01 Th 7-9 p.m. | Jill McCoy
Nov. 19 | Online

Retirement Planning

Annuity Realities: How to Utilize in Your Retirement

Annuities offer distinct opportunities for many individuals. In this course, we will demystify annuities by going through an orientation on annuity realities, exploring the use of annuities for retirement income distribution and examining how these unique products are taxed.
FINC-736 | 1 session | $39 AGE 60+ | $39 REG
F04 Tu 6:30-8:30 p.m. | Jason Ingram
Sept. 8 | Online

Retirement University

Financial planning is one of the most important aspects in helping you prepare for the future. Learn how to strategically approach retirement during the growth, income/distribution and conservation life stages, helping to avoid retirement roadblocks and mitigate risks in all aspects of your financial life. In-class, step-by-step curriculum helps you develop a comprehensive understanding of tax planning strategies, advanced social security planning, wealth accumulation versus (de)cummulation, the sequence of returns risk, long-term care and Medicare options and will give you the tools to design your own strategy. Learn about the final stage of your financial life through discussion of wills, trusts, estate and tax efficient legacy planning. Handouts provided.
FINC-736 | 3 sessions | $59 AGE 60+ | $59 REG
F01 Tu 6-8 p.m. | Andrew Hall
Sept. 15-29 | Online

Navigating the Choppy Waters of Retirement: Preparing for Turbulent Times

You have worked a lifetime to reach the point when you can retire. However, retirement planning does not end when retirement begins. What you do next, and how you navigate the array of tax issues and regulatory pitfalls, can make a big difference in the long-term success of your retirement plan. Have you personally prepared for unexpected financial shocks? Do you feel like you are in control of your financial future as you approach, or live in, retirement? Join us for an extensive look at the icebergs that can sink your retirement ship.
FINC-736 | 2 sessions | $59 AGE 60+ | $59 REG
F06 Tu 6:30-8:30 p.m. | Jason Ingram
Sept. 15-22 | Online

Managing Cash Flow in Retirement

Living in retirement is all about the cash flow, not the pile of cash. Learn about retirement income planning and threats to cash flow during your retirement years. Real life case studies will explore retiree health care costs and the impact of taxes and withdrawal rates on investment account longevity.
FINC-736 | 1 session | $29 AGE 60+ | $29 REG
F03 W 7-9 p.m. | Andrew Hall
Sept. 23 | Online

Case Studies in Retirement: Panel Discussion

Our panel of industry experts includes an estate attorney, accountant and extended care specialist. During the discussion, they will cover three case studies and strategies about mitigating risk, extended care (long-term care) and tax efficiencies. The class will engage in an open discussion after studying the three case studies.
FINC-736 | 1 session | $39 AGE 60+ | $39 REG
F08 Tu 6:30-8:30 p.m.
Oct. 20 | Online

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