Program: Finance and Investing

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”

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”