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Course Criteria
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Making a Job Change Work for You and Your Money You can go through a job change come out ahead if you know your options. We'll discuss steps to assess your current financial situation, make smart decisions abour retirement plan assets, answer questions about cash flow, insurance benefits and temporary work, ways to maintain your lifestyle while looking for employment, and answer questions about company stock, stock options and rollovers.
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Invest In Your Debt Pre: Co: This course shows you how to live without credit; how to handle emergency money needs; how to pay cash for your next car or next house and really enjoy the self-empowering benefits of living 100% on cash. Create real wealth by investing in your debts first. Bring you list of debts and a calculator to class. During class you will develop your own debt elimination/investing plan that can be implemented immediately into your lifestyle. Materials fee of $8.00 for a 16 page workbook. An optional text wil also be available.
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Financial Decision Making For Retirees Pre: Co: Designed for both current retirees and those approaching retirement, focus on crucial financial investment, income tax and estate planning issues. Learn to define your individual financial goals and objectives, understand and evaluate your current situation, and develop a personal financial plan intended to help provide a secure and comfortable retirement.
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Saving For Your Child's College Education Pre: Co: Are you concerned that you may not have done everything possible to pay for college? If so, plan on attending this informative, interactive course. Receive important training on the following: recent tax law changes regarding college funding plans, realistic plans for attending the child's school of choice, determining the real cost of college, competing for scholarships and financial aid, and evaluating other investment vehicles.
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Personal Financial Planning Basics Pre: Co: Learn about the six steps of financial planning: cash flow, insurance, income tax, retirement, investment diversification and estate planning in a fun and interactive course.
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Preparation of Individual Federal & State Tax Returns Pre: Co: An introduction to the preparation of individual tax returns. Emphasis will be placed on who has to file a return, sources of income subject to taxation, allowable deductions and credits. The provisions of the Job and Growth Tax Relief Reconciliation Act of 2003 will be analyzed in detail. The proper preparation of tax forms will be illustrated by the use of a "hyerthetical" taxpayer.
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Portfolio Construction in Today's Volatile Market Pre: Co: Unprecedented market volatility has caused investors to fear investing. Much money is now being kept in cash. We will bring to light basic portfolio management concepts and application that investment professionals apply. This course will be structured in four parts: stock analysis, bond analysis, portfolio construction, and derivative risk management. For the stock component, we will discuss valuations, performance, historical returns, world market indices, and the impact of historical events on the market and the recovery thereof. In the bond component, we will review the various bond markets, how they are valued, their relationship with interest rates, and how inflation has impacted the bond markets. For the third component, we will discuss Modern Portfolio Theory (the relationship between various asset classes) and its implications, applicability, and flaws. Lastly, we will cover the use of stock options in a portfolio and discuss alternative strategies.
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Estate Planning for Special Kids Pre: Co: If you are a parent or guardian of a person with special needs or if you are part of an organization that works in this area, you will find this session informative. This course will provide education and information regarding the legal and financial issues associated with both lifetime care and quality of life for their children or other dependents with special needs. Alan Temkin is a representative of MetLife's Division of Planning for Special Kids.
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Financial Planning Pre: Co: Learn about the potential benefits of effective financial management. Share techniques that can help you identify needs and make wise decisions to improve your financial situation. Discussion will include planning with investment, college funding, job transitions, tax relief and long-term care. Depending on the group, we may also discuss business succession planning. Binders are included in the price of the course.
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Avoiding Identity Theft in a Cyber World Pre: Co: Learn about the most common threats and how to determine your level of exposure to risk. Gain insight into low-tech scams and how to protect yourself. This class will offer a number of resources to enable you to protect yourself or fix a problem if you should become a victim.
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