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Course Criteria
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Personal Wealth Building for Women Investors This comprehensive investment course could help teach you all the skills you need for successful money management. You'll learn the basics of in- vesting--stocks, bonds, etc.--and the factors that affect your returns such as diversification, asset allocation, tax deferral, etc. Included is your personal investment guide.
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Estate Planning For You With taxes on even a modest estate beginning at 37% and quickly escalating to 55%, you should learn to protect your (and your parents') financial assets, personal property and real estate from confiscation by taxation. Proper planning also can keep peace in your family as well. This ce teaches how you (and/or your parents) can transfer your wealth to the people you love instead of giving it to a nursing home, hospital or the government. Both time tested and newer strategies will be covered.
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Retiring on your Terms Will you run out of money in retirement? Will you retire with the income you want? In this class you will learn the secrets to a successful retirement such as how to: invest and diversify your assets to minimize risk, mminimize taxes, maximize the money you get from your retirement plans, and plan for the distribution of your estate. You will receive a comprehensive handbook which will detail the steps you need to take to ensure you have enough money during retirement. diversify your assets to minimize risk, minimize taxes, maximize the money you get from your retirement plans, and plan for the distribution of your estate. You will receive a comprehensive handbook which will detail the steps you need to take to ensure you have enough money during retirement. In addition, you have the option of a free consultation to assist you in reaching your retirement income goals. Register today and learn powerful techniques to reduce your investment risk and retire on the income you want.
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Building Wealth: Financial Planning for Business Owners As a Business owner you must solve a unique set of Financial problems. Learn how to plan your business finances from but illiquid. Your businesses future may be jeopardized where you are today to retirement, to benefit you, your family, and your employees. Register today and take charge of your financial future while enhancing the value of your employees. You will learn: How to increase your businesses short-term cash yield; How to reduce risk and enhance your return of your retirment plan using asset allocation and No-load Funds; How to invest your personal money to maximize after-tax returns while avoiding large capital gains taxes; How to protect your assets using estate planning techniques; How to plan for your succession; How to tailor your retirement plan to your businesses cash flow. In addition you will learn whether you can benefit from the new Simple IRA and 401 (k) plans, if your business has less than 100 employees. Register today and take charge of your financial future while enhancing the value of your business.
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Complete Financial Management Financial Management is a term we often hear, but its meaning may not be clear. The protection of insurance and savings, a wisely prepared retirement plan, carefully handled investments, a comprehensive tax plan, and an estate plan must all be part of a complete financial plan. This seminar will cover the five key components of financial management listed above. The course fee includes a bound comprehensive workbook containing self- quizzes, worksheets and informational charts. No additional purchase is required. Seminar instructors are Dreyfus Financial Consultants who are licensed as Registered Representatives-National Association of Securities Dealers. A free consultation with instructors is available to all registered students.
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Investing for Women Workshop Back to basics approach to investing for women who want to manage their finances as well as they manage their careers, families and lives. Topics will include the ABC's of Investin--Defining Your Goals--Stocks, Bonds, Funds or CDs--Income Now or Income Later--Conservative Approach to Investing--Financial Planning.
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Retirement Planning for Teachers, State, County and Municipal Employees This class is designed specifically for teachers, state, county and municipal workers who are planning to retire in the next 10-15 years. In a step by step format you will learn about the retirement system, how to estimate your pension benefit, integration with Social Security, how to select a settlement option (A, B or C), the in's and out's of the deferred compensation program (457), managing TSA's, continuity of health benefits, disability and life insurance.
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How to Live on a Fixed Income: How Long Will The Money Last? If you are trying to get the most income from your investments you need to do it properly. That means having the right mix of guaranteed investments as well as those whice will keep pace with inflation. Find the right mix between asset allocation, between stocks, bonds and bank accounts. Dav Caruso is on WBNW Bloomberg Business Radio and New England Cable News.
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How To Invest Now! You will learn about investment strategies for successful money management. Learn about the various types of investments available now, the risks involved in each investment and the reasons for success or failure. Mutual fund investments will be emphasized and different methods of dealing with brokers will be discussed. At the end of this course you should be able to understand the securities market sufficiently to make better investment decisions.
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Tax Management Strategies for Individual Investors Tired of paying more and more state and federal taxes on you investment income? 19996 and 1997 have been banner years for investors, and the IRS -- but there are ways to reduce your taxes. This class will review the new tax laws, address how to best use tax free and/or tax deferred investments, illustrate how to select tax efficient mutual funds, as well as discuss tax credits, gifting strategies, phantom income and other tax topics.
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