Program: Finance and Investing
For those at or nearing retirement, and who are wondering how you shift from accumulating assets during your working years to withdrawing those assets in retirement, this class is for you. Learn the risks you need to prepare for, understand the sources available to pay for the retirement you envision, options to refine your investment … Continue reading “Creating the Ultimate Retirement Income Plan”
This course is essential for anyone who wants to learn about different investment asset classes and how they can work for you. You will learn the language of investing as you begin to understand the meaning and use of cash equivalents, stocks, bonds, mutual funds, and annuities. Once you know what the asset classes are … Continue reading “Fundamentals of Investing”
Most Americans see cryptocurrencies like Bitcoin as part of an alternative financial scene that is just so beyond their realm of comprehension that they don’t want to take a chance in investing their hard-earned money into something they simply can’t understand. This class will give you a broad understanding of Bitcoin and the rest of … Continue reading “Bitcoin and Cyptocurrencies Onramp Class”
Do you have a retirement portfolio organized to meet your specific needs? Or do you have a random collection of investments, accounts and advisers that you’ve acquired over time? In this two-part class Bob Carroll will highlight key personal portfolio management techniques and insights that will help you gain control over your results along with … Continue reading “Managing Retirement Wealth”
Learn about planning for long-term care services and incapacity, with a special emphasis on home care and community-based services. This session will give an overview of long-term care programs, including Medicare, Medicaid and long-term care insurance, and will review the rules and programs available for receiving care at home, as well as skilled nursing facility … Continue reading “Long-Term Care and Incapacity Planning”
This course is essential for anyone who wants to learn about different investment asset classes and how they can work for you. You will learn the language of investing as you begin to understand the meaning and use of cash equivalents, stocks, bonds, mutual funds, and annuities. Once you know what the asset classes are … Continue reading “Fundamentals of Investing”
This session gives a basic introduction to estate planning and includes discussion of wills, trusts, federal and state estate taxes, as well as estate planning in both the probate and non-probate contexts. The goal is to familiarize students with the concepts, framework, and vocabulary of estate planning so that they can approach their own estate … Continue reading “Estate Planning”
For those at or nearing retirement, and who are wondering how you shift from accumulating assets during your working years to withdrawing those assets in retirement, this class is for you. Learn the risks you need to prepare for, understand the sources available to pay for the retirement you envision, options to refine your investment … Continue reading “Creating the Ultimate Retirement Income Plan”