Money

All seminars and workshops are educational in nature; no financial products, services or insurances of any kind will be promoted in these classes.

Staging Your Home for Sale

Every seller wants their home to sell fast and bring top dollar. Does that sound good to you? Well, it’s not luck that makes that happen. It’s careful planning and knowing how to professionally spruce up your home that will send home buyers scurrying for their checkbooks. Learn how to prep your home to make it irresistible and marketable! Real estate agents will tell you that homes will receive more offers and sell more quickly if they have been staged. If you are truly ready to sell your home, then you won’t want to miss this informative class with an award winning staging professional and author. Learn the tools and techniques professionals use to garner competitive offers and sell that house!

Monday * 3/9/20 * 6-8:30 pm * $25 (member) $35 (non-member) * Carole Morgan * Rm: LT-304

Inheritance Planning – NEW

An inheritance is intended to be a blessing, not a burden. Join us to learn how to avoid the pitfalls that can lead to family disharmony, distrust and anger. If you plan to leave an inheritance for your children and/or grandchildren, then you won’t want to miss this class. NOTE: Your class fee includes bringing a guest if you’d like; please provide their name at registration.

Tuesday * 3/17/20 * 6-8 pm * $25 (member) $35 (non-member) * James Morrison * Rm: LT-304

Financial Strategies for Millennials & Conquering Student Loan Debt – NEW

There are distinct challenges facing the millennial generation—from underemployment to student loan debt—it’s hard to save for the future. Today, 70% of college graduates exit school with student debt—these students carry over $1.4 trillion dollars in loans. The average 2019 graduate will leave school with over $37,000 in debt and an average payment of over $350 a month. Education is essential to remain competitive, but it’s often financed through some form of borrowing. In this class we’ll discuss strategies that can assist, lessen or even eliminate student loan debt along with early planning strategies for a more secure financial future.  NOTE: Your class fee includes bringing a guest if you’d like; please provide their name at registration.

Tuesday * 4/28/20 * 6-8 pm * $25 (member) $35 (non-member) * Fernando Aguirre & Luke Ponitz * Rm: LT-304

Estate Planning & Trusts: What You Need to Know

Most people don’t like to think about dying, but it is something that everyone has to face. What will happen to the money you worked hard to save? Who will get your house, your car, or your jewelry? Most people put off planning their estate, but putting off these decisions can cost your heirs considerable money and anguish. In order to ensure that your wishes about who should get what are heeded and that costs and inconveniences of probate and estate taxes are avoided after your death, it is critical to do estate planning now. This workshop will help you understand the types of estate planning moves that are most likely to be helpful for many people. Proper estate planning takes a relatively short time, and will give you and your heirs’ tremendous peace of mind. With estate planning, you can make sure your medical and business decisions can be made by someone you trust if incapacity strikes—without court interference and with as little disruption as possible to your loved ones. Join a local estate planning attorney as you learn the most important aspects of this often daunting topic. NOTE: Your class fee includes bringing a guest if you’d like; please provide their name at registration.

Wednesday * 4/29/20 * 6-8:30 pm * $25 (member) $35 (non-member) * Diane Peters * Rm: LT-303

Retirement Strategies to Plan for 100

Will you live to 100? While living a long life was once relegated to a lucky few, today it’s increasingly becoming the norm, thanks to medical advances and healthier lifestyles. As you think about your future and plan for retirement, it’s important to recognize that life expectancy is a mid-point, not an end-point. In this class we’ll examine a variety of ways to make your money last throughout your entire retirement, along with the five risks associated with retirement: longevity, healthcare, retirement planning, estate planning and investment planning. NOTE: Your class fee includes bringing a guest if you’d like; please provide their name at registration.

Wednesday * 5/13/20 * 6-8 pm * $25 (member) $35 (non-member) * Fernando Aguirre & Luke Ponitz * Rm: LT-304

Estate Planning for Now…and for Later- NEW

Everyone wants to know, “Who will take care of my personal business when I can’t do it myself anymore?” and “What happens to my stuff when I pass away?” Learn the answers to these questions, as well as others you may not have considered yet. If you don’t have the proper paperwork in place before getting ill or injured, things may not go smoothly when it becomes necessary for someone else to take care of you (or your belongings) the way you would want them to.

Monday * 5/18/20* 10 am – 12pm * $19 (member) $25 (non-member) * Diane Peters * Rm: LT-304

Online Offerings

Stocks, Bonds, and Investing: Oh, My!

Personal Finance

Keys to Successful Money Management

Introduction to Stock Options

Stock Trading Suite

Real Estate Investing

Where Does All My Money Go?

Introduction to QuickBooks Online

Start Your Own Small Business

Start and Operate Your Own Home-Based Business

How to Make Money From Your Writing