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Finance
Basic Personal Finance
This course will teach you methods for keeping track of your money, creating a budget, and making spending and savings decisions. This is a basic beginner’s class and suitable for anyone who needs guidance in managing their money. At the end of this course, you will know how to maintain a check register, reconcile a bank statement, track credit card charges, create a budget, use manual or computer-based ledgers, calculate loan payments and fill out basic payroll tax forms. Bring your checkbook register or an online bank statement (for your use only in class).
Instructor: Kate Okrongly
Subject: Cont_ed Course #100-30039
#58294 Mar 10 7:30-9:30pm
Fee: $29 1 Wednesday M204
New! Your Relationship with Money
Is your relationship with money dragging you around, limiting you, stressing you out? Is it getting in the way of your happiness and peace of mind? This workshop is not about investment choices, or numbers or charts. It is about understanding your relationship with money, finding alternatives for more effective living, and “Connecting Your Money to Your Life™“ . Apply effective living tools to your relationship with money, with an intention of reducing suffering around money, fostering peace, joy and independence. Discover inspiring and practical tools you can use immediately to change your life.
Instructor: Thomas Lofy
Subject: Cont_ed Course #100-30044
#60488 Feb 23 – Mar 9 6-9pm
Fee: $55 3 Tuesdays M123
On Your Own: Financial Skills for the Suddenly Single
There comes a time when you must or should take over your financial future. This course will teach you about the unique financial issues and money skills needed after losing a spouse or partner to divorce, death or incapacity. You will also learn about the common financial mistakes made during the grieving process and how to avoid them. Learn the basics of financial planning including cash flow, spending plans, debt, employee benefits, education funding, taxes, retirement, estate planning, risk management, long-term health care and investments. Finally, you will learn how to select a professional financial advisor.
Instructor: Jim Schwartz
Subject: Cont_ed Course #100-30040
#58318 Feb 9, 16 6-9pm
Fee: $35 2 Tuesdays J139
Financial Issues of Divorce
Even if a settlement looks equitable, the outcome can be very inequitable. All assets are not created equal. Identification of future cash flow or consumption of assets is vital to maintaining your quality of life. Understand the tax impact of spousal maintenance and child support and protect your financial security BEFORE signing papers.
Instructor: James Schwartz
Subject: Cont_ed Course #100-30018
#58324 Feb 2 6-9pm
Fee: $35 1 Tuesday J139
New! Inflation: A New Set of Rules for Investors
Should we find ourselves in an economic landscape marked by higher inflation, investors will need to learn—or be reminded—that investing in an inflationary environment involves a different set of rules. This class will take a close look at a range of investments you may want to consider in response to higher inflation.
Instructor: Patrick Bertenshaw
Subject: Cont_ed Course #100-30045
#60489 Mar 25 10am-12pm
Fee: $39 1 Thursday BLKMTN 109*
New! The Problems of Financial Success
People with significant wealth are subject to additional economic stress factors, including taxes, judgments, predators, law suits, and divorce. This class will teach you the strategies used by the most successful individuals to protect their wealth from these and other challenges.
Instructors: Patrick Bertenshaw and Jerry Calley
Subject: Cont_ed Course #100-30046
#60490 Apr 8 10am-12pm
Fee: $39 1 Thursday BLKMTN 109*
Financial Strategies for Successful Retirement
This informative class introduces you to the key concepts & practices of wise money management. Learn how to minimize taxes, maximize investment returns, and provide a secure future for you and your family. Register a guest at no additional cost.
Instructor: Bill Gold
Subject: Cont_ed Course #100-30042
#61202 Feb 25 – Mar 11 6:30-9:30pm
Fee: $59 3 Thursdays J139
Guest registers for Cont_ed 111-30042 #61243
#61242 Mar 23 – Apr 6 6:30-9:30pm
Fee: $59 3 Tuesdays BLKMTN TBA*
Guest registers for Cont_ed 111-30042 #61246
#61203 Apr 15 - 29 6:30-9:30pm
Fee: $59 3 Thursdays J139
Guest registers for Cont_ed 111-30042 #61247
Mutual Funds
Start with the basics of mutual funds and then move into advanced aspects. Learn how to select funds, how to understand true costs, how to measure risk, and how to put a portfolio together. Strategies, down-market investing, ratings, prospectus reviews, ROTH, SEP, IRA concepts with funds, taxation, and other important aspects will be discussed.
Instructor: John Larsen
Subject: Cont_ed Course #100-30005
#60272 Feb 10, 17 7:15-9:15pm
Fee: $39 2 Wednesdays M204
Smart Women Can Finish Rich
Women can be vulnerable to financial problems when you consider the statistics indicating they live 12-18 years longer than their husbands. In addition, women are making the decision that ‘a man is not a financial plan.’ Learn how vital it is to get your finances in order and how to take maximum advantage of wealth-creating ideas. Register a guest at no additional cost.
Instructor: John Larsen
Subject: Cont_ed Course #100-30010
#60273 Mar 2, 9 7:15-9:15pm
Fee: $49 2 Tuesdays J139
Guest registers for #111-30010 #61248
Fundamentals, Valuation & Analysis of Stocks
Learn to construct an investment portfolio. We’ll cover various investment theories used in selecting stocks and other securities. Information will benefit those who own or plan to own stocks or stock mutual funds. This course is not designed for day traders. Fee includes all materials.
Instructor: John Larsen
Subject: Cont_ed Course #100-30006
#58066 Apr 6, 13 7:15-9:15pm
Fee: $39 2 Tuesdays J139
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